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 | $79,662 | $62,586+27.3% | $76,768+3.8% | $64,186+24.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -4.48% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $769 | $1,832-58.0% | $2,485-69.0% | $2,381-67.7% |
| Participant deferral / active EE | $4,208 | $3,145+33.8% | $3,852+9.3% | $3,470+21.3% |
| Admin fee / account holder | $744 | $4,667-84.1% | $6,675-88.9% | $4,888-84.8% |