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 | $95,741 | $72,388+32.3% | $111,392-14.0% | $64,186+49.2% |
| Participation rate | 70.6% | 70.5%+0.1pp | 78.9%-8.3pp | 69.6%+1.0pp |
| Annual return | -3.87% | -1.50%-2.4pp | -2.06%-1.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,213 | $3,000+7.1% | $4,328-25.8% | $2,381+35.0% |
| Participant deferral / active EE | $4,400 | $4,241+3.7% | $5,567-21.0% | $3,470+26.8% |
| Admin fee / account holder | $1,470 | $5,719-74.3% | $12,266-88.0% | $4,888-69.9% |