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 | $77,685 | $62,586+24.1% | $76,768+1.2% | $64,186+21.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -4.99% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $557 | $1,832-69.6% | $2,485-77.6% | $2,381-76.6% |
| Participant deferral / active EE | $3,249 | $3,145+3.3% | $3,852-15.6% | $3,470-6.4% |
| Admin fee / account holder | $17,564 | $4,667+276.4% | $6,675+163.1% | $4,888+259.3% |