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 | $78,420 | $76,912+2.0% | $129,110-39.3% | $68,494+14.5% |
| Participation rate | 93.4% | 69.1%+24.3pp | 77.3%+16.2pp | 67.9%+25.5pp |
| Annual return | 2.97% | -9.78%+12.7pp | -10.94%+13.9pp | -7.84%+10.8pp |
| Employer contribution / active EE | $2,428 | $3,243-25.1% | $5,052-51.9% | $2,596-6.5% |
| Participant deferral / active EE | $4,804 | $4,732+1.5% | $6,542-26.6% | $4,027+19.3% |
| Admin fee / account holder | $16,890 | $6,638+154.4% | $14,302+18.1% | $5,403+212.6% |