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 9-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 | $71,822 | $50,958+40.9% | $74,550-3.7% | $64,186+11.9% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.1%+9.6pp | 69.6%+9.2pp |
| Annual return | -6.14% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,204 | $1,115+7.9% | $1,961-38.6% | $2,381-49.4% |
| Participant deferral / active EE | $3,086 | $2,301+34.1% | $3,108-0.7% | $3,470-11.1% |
| Admin fee / account holder | $4,445 | $4,223+5.3% | $5,060-12.1% | $4,888-9.1% |