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 | $76,354 | $62,586+22.0% | $76,768-0.5% | $64,186+19.0% |
| Participation rate | 85.4% | 72.8%+12.6pp | 77.0%+8.5pp | 69.6%+15.8pp |
| Annual return | -6.77% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,316 | $1,832+26.4% | $2,485-6.8% | $2,381-2.7% |
| Participant deferral / active EE | $4,496 | $3,145+43.0% | $3,852+16.7% | $3,470+29.6% |
| Admin fee / account holder | $2,265 | $4,667-51.5% | $6,675-66.1% | $4,888-53.7% |