See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,484 | $58,577+42.5% | $83,333+0.2% | $64,186+30.1% |
| Participation rate | 82.4% | 72.0%+10.3pp | 77.8%+4.6pp | 69.6%+12.8pp |
| Annual return | -3.51% | 9.65%-13.2pp | 10.63%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,471 | $2,098-29.9% | $3,379-56.5% | $2,381-38.2% |
| Participant deferral / active EE | $4,049 | $4,654-13.0% | $5,565-27.2% | $3,470+16.7% |
| Admin fee / account holder | $12,129 | $9,275+30.8% | $7,510+61.5% | $4,888+148.1% |