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 | $72,952 | $62,586+16.6% | $76,768-5.0% | $64,186+13.7% |
| Participation rate | 90.8% | 72.8%+18.0pp | 77.0%+13.9pp | 69.6%+21.2pp |
| Annual return | 4.42% | -1.95%+6.4pp | 2.43%+2.0pp | 7.63%-3.2pp |
| Employer contribution / active EE | $546 | $1,832-70.2% | $2,485-78.0% | $2,381-77.1% |
| Participant deferral / active EE | $3,920 | $3,145+24.7% | $3,852+1.8% | $3,470+13.0% |
| Admin fee / account holder | $7,692 | $4,667+64.8% | $6,675+15.2% | $4,888+57.4% |