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 4-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 | $77,092 | $65,082+18.5% | $81,367-5.3% | $59,632+29.3% |
| Participation rate | 88.1% | 76.0%+12.1pp | 82.3%+5.8pp | 68.7%+19.4pp |
| Annual return | 0.86% | 1.16%-0.3pp | -0.92%+1.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,218 | $2,934-24.4% | $3,930-43.6% | $2,203+0.7% |
| Participant deferral / active EE | $3,690 | $4,083-9.6% | $5,383-31.5% | $3,192+15.6% |
| Admin fee / account holder | $7,622 | $7,582+0.5% | $8,926-14.6% | $4,297+77.4% |