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 | $79,045 | $49,177+60.7% | $79,464-0.5% | $64,186+23.2% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.1pp | 69.6%+4.9pp |
| Annual return | -6.47% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $927 | $2,076-55.3% | $2,800-66.9% | $2,381-61.1% |
| Participant deferral / active EE | $3,173 | $2,821+12.5% | $3,704-14.3% | $3,470-8.5% |
| Admin fee / account holder | $1,427 | $3,839-62.8% | $5,113-72.1% | $4,888-70.8% |