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 | $66,444 | $52,836+25.8% | $105,738-37.2% | $64,186+3.5% |
| Participation rate | 82.8% | 66.5%+16.3pp | 76.3%+6.5pp | 69.6%+13.2pp |
| Annual return | -6.05% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,467 | $1,827+35.1% | $3,268-24.5% | $2,381+3.6% |
| Participant deferral / active EE | $2,356 | $2,545-7.5% | $4,080-42.3% | $3,470-32.1% |
| Admin fee / account holder | $1,071 | $3,959-73.0% | $6,913-84.5% | $4,888-78.1% |