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 | $69,671 | $61,660+13.0% | $80,019-12.9% | $64,186+8.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -2.41% | -0.33%-2.1pp | 11.22%-13.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,966 | $1,810+8.6% | $2,468-20.3% | $2,381-17.4% |
| Participant deferral / active EE | $3,324 | $2,968+12.0% | $3,686-9.8% | $3,470-4.2% |
| Admin fee / account holder | $1,270 | $5,417-76.6% | $6,521-80.5% | $4,888-74.0% |