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 | $93,373 | $62,586+49.2% | $76,768+21.6% | $64,186+45.5% |
| Participation rate | 86.1% | 72.8%+13.3pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -7.23% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,589 | $1,832+95.9% | $2,485+44.4% | $2,381+50.8% |
| Participant deferral / active EE | $3,101 | $3,145-1.4% | $3,852-19.5% | $3,470-10.6% |
| Admin fee / account holder | $2,961 | $4,667-36.6% | $6,675-55.6% | $4,888-39.4% |