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 | $84,074 | $56,484+48.8% | $169,463-50.4% | $64,186+31.0% |
| Participation rate | 81.8% | 64.5%+17.3pp | 77.8%+4.0pp | 69.6%+12.2pp |
| Annual return | 4.28% | -1.55%+5.8pp | 1.83%+2.4pp | 7.63%-3.4pp |
| Employer contribution / active EE | $807 | $1,832-55.9% | $4,159-80.6% | $2,381-66.1% |
| Participant deferral / active EE | $6,052 | $3,448+75.5% | $5,277+14.7% | $3,470+74.4% |
| Admin fee / account holder | $27,431 | $4,174+557.2% | $9,109+201.1% | $4,888+461.2% |