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 | $67,848 | $58,577+15.8% | $83,333-18.6% | $64,186+5.7% |
| Participation rate | 85.7% | 72.0%+13.7pp | 77.8%+8.0pp | 69.6%+16.1pp |
| Annual return | -2.86% | 9.65%-12.5pp | 10.63%-13.5pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,618 | $2,098+72.4% | $3,379+7.1% | $2,381+52.0% |
| Participant deferral / active EE | $4,907 | $4,654+5.4% | $5,565-11.8% | $3,470+41.4% |
| Admin fee / account holder | $17,340 | $9,275+86.9% | $7,510+130.9% | $4,888+254.7% |