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 | $99,532 | $62,586+59.0% | $76,768+29.7% | $64,186+55.1% |
| Participation rate | 70.3% | 72.8%-2.5pp | 77.0%-6.7pp | 69.6%+0.7pp |
| Annual return | 6.50% | -1.95%+8.4pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $1,110 | $1,832-39.4% | $2,485-55.3% | $2,381-53.4% |
| Participant deferral / active EE | $2,905 | $3,145-7.6% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $7,294 | $4,667+56.3% | $6,675+9.3% | $4,888+49.2% |