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 | $91,404 | $62,586+46.0% | $76,768+19.1% | $64,186+42.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -6.59% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,101 | $1,832+14.7% | $2,485-15.5% | $2,381-11.7% |
| Participant deferral / active EE | $4,233 | $3,145+34.6% | $3,852+9.9% | $3,470+22.0% |
| Admin fee / account holder | $2,117 | $4,667-54.6% | $6,675-68.3% | $4,888-56.7% |