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 | $70,412 | $50,958+38.2% | $74,550-5.6% | $64,186+9.7% |
| Participation rate | 79.4% | 61.1%+18.4pp | 69.1%+10.3pp | 69.6%+9.8pp |
| Annual return | -1.35% | -1.86%+0.5pp | 32.53%-33.9pp | 7.63%-9.0pp |
| Employer contribution / active EE | $577 | $1,115-48.3% | $1,961-70.6% | $2,381-75.8% |
| Participant deferral / active EE | $3,767 | $2,301+63.7% | $3,108+21.2% | $3,470+8.6% |
| Admin fee / account holder | $1,567 | $4,223-62.9% | $5,060-69.0% | $4,888-67.9% |