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 | $68,230 | $62,586+9.0% | $76,768-11.1% | $64,186+6.3% |
| Participation rate | 84.2% | 72.8%+11.4pp | 77.0%+7.2pp | 69.6%+14.6pp |
| Annual return | -6.55% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,530 | $1,832-16.5% | $2,485-38.4% | $2,381-35.7% |
| Participant deferral / active EE | $4,234 | $3,145+34.6% | $3,852+9.9% | $3,470+22.0% |
| Admin fee / account holder | $16,046 | $4,667+243.8% | $6,675+140.4% | $4,888+228.3% |