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 | $66,997 | $62,586+7.0% | $76,768-12.7% | $64,186+4.4% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -3.42% | -1.95%-1.5pp | 2.43%-5.8pp | 7.63%-11.1pp |
| Employer contribution / active EE | $714 | $1,832-61.0% | $2,485-71.3% | $2,381-70.0% |
| Participant deferral / active EE | $4,295 | $3,145+36.6% | $3,852+11.5% | $3,470+23.8% |
| Admin fee / account holder | $2,967 | $4,667-36.4% | $6,675-55.5% | $4,888-39.3% |