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 | $76,295 | $52,681+44.8% | $75,781+0.7% | $59,632+27.9% |
| Participation rate | 71.0% | 67.2%+3.7pp | 75.8%-4.8pp | 68.7%+2.3pp |
| Annual return | -1.54% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $949 | $2,193-56.7% | $3,323-71.4% | $2,203-56.9% |
| Participant deferral / active EE | $3,419 | $2,591+32.0% | $3,651-6.4% | $3,192+7.1% |
| Admin fee / account holder | $6,721 | $3,610+86.2% | $5,299+26.8% | $4,297+56.4% |