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 | $70,282 | $50,958+37.9% | $74,550-5.7% | $64,186+9.5% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.1%+9.4pp | 69.6%+9.0pp |
| Annual return | -4.13% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $966 | $1,115-13.4% | $1,961-50.7% | $2,381-59.4% |
| Participant deferral / active EE | $3,395 | $2,301+47.5% | $3,108+9.2% | $3,470-2.1% |
| Admin fee / account holder | $784 | $4,223-81.4% | $5,060-84.5% | $4,888-84.0% |