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 | $64,493 | $110,094-41.4% | $151,611-57.5% | $68,494-5.8% |
| Participation rate | 96.2% | 84.0%+12.3pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | 1.89% | -10.12%+12.0pp | 3.33%-1.4pp | -7.84%+9.7pp |
| Employer contribution / active EE | $3,002 | $4,471-32.9% | $6,166-51.3% | $2,596+15.6% |
| Participant deferral / active EE | $5,231 | $6,527-19.9% | $8,363-37.4% | $4,027+29.9% |
| Admin fee / account holder | $6,417 | $7,719-16.9% | $11,616-44.8% | $5,403+18.8% |