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 | $67,498 | $56,484+19.5% | $169,463-60.2% | $64,186+5.2% |
| Participation rate | 87.5% | 64.5%+23.0pp | 77.8%+9.7pp | 69.6%+17.9pp |
| Annual return | -5.42% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,394 | $1,832+139.8% | $4,159+5.7% | $2,381+84.6% |
| Participant deferral / active EE | $4,687 | $3,448+35.9% | $5,277-11.2% | $3,470+35.1% |
| Admin fee / account holder | $2,574 | $4,174-38.3% | $9,109-71.7% | $4,888-47.3% |