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 | $78,624 | $62,586+25.6% | $76,768+2.4% | $64,186+22.5% |
| Participation rate | 78.8% | 72.8%+6.0pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | -1.22% | -1.95%+0.7pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,255 | $1,832-31.5% | $2,485-49.5% | $2,381-47.3% |
| Participant deferral / active EE | $2,276 | $3,145-27.6% | $3,852-40.9% | $3,470-34.4% |
| Admin fee / account holder | $6,270 | $4,667+34.3% | $6,675-6.1% | $4,888+28.3% |