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 | $65,788 | $53,596+22.7% | $90,645-27.4% | $64,186+2.5% |
| Participation rate | 96.0% | 64.5%+31.5pp | 74.0%+22.0pp | 69.6%+26.4pp |
| Annual return | -4.82% | 4.41%-9.2pp | 1.88%-6.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,078 | $1,503-28.2% | $2,532-57.4% | $2,381-54.7% |
| Participant deferral / active EE | $3,840 | $2,459+56.2% | $3,425+12.1% | $3,470+10.7% |
| Admin fee / account holder | $943 | $3,868-75.6% | $4,994-81.1% | $4,888-80.7% |