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 | $69,327 | $45,438+52.6% | $80,004-13.3% | $59,632+16.3% |
| Participation rate | 88.9% | 63.7%+25.2pp | 73.0%+15.9pp | 68.7%+20.2pp |
| Annual return | -0.04% | 5.10%-5.1pp | 7.63%-7.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,284 | $1,236+3.9% | $2,473-48.1% | $2,203-41.7% |
| Participant deferral / active EE | $3,854 | $2,231+72.8% | $3,204+20.3% | $3,192+20.8% |
| Admin fee / account holder | $9,486 | $3,464+173.8% | $5,033+88.5% | $4,297+120.8% |