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 | $68,577 | $43,327+58.3% | $59,878+14.5% | $64,186+6.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.79% | -1.55%-2.2pp | 3.46%-7.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,882 | $2,028-7.2% | $2,722-30.8% | $2,381-21.0% |
| Participant deferral / active EE | $3,348 | $2,546+31.5% | $3,402-1.6% | $3,470-3.5% |
| Admin fee / account holder | $2,626 | $3,005-12.6% | $3,590-26.9% | $4,888-46.3% |