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 | $70,592 | $61,660+14.5% | $80,019-11.8% | $64,186+10.0% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.8%+15.8pp | 69.6%+22.1pp |
| Annual return | -2.44% | -0.33%-2.1pp | 11.22%-13.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,122 | $1,810+127.7% | $2,468+67.0% | $2,381+73.1% |
| Participant deferral / active EE | $2,919 | $2,968-1.6% | $3,686-20.8% | $3,470-15.9% |
| Admin fee / account holder | $6,627 | $5,417+22.3% | $6,521+1.6% | $4,888+35.6% |