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 | $80,957 | $62,586+29.4% | $76,768+5.5% | $64,186+26.1% |
| Participation rate | 97.1% | 72.8%+24.2pp | 77.0%+20.1pp | 69.6%+27.5pp |
| Annual return | -4.94% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,366 | $1,832+29.1% | $2,485-4.8% | $2,381-0.6% |
| Participant deferral / active EE | $2,671 | $3,145-15.0% | $3,852-30.6% | $3,470-23.0% |
| Admin fee / account holder | $1,377 | $4,667-70.5% | $6,675-79.4% | $4,888-71.8% |