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 | $63,500 | $73,004-13.0% | $90,749-30.0% | $68,494-7.3% |
| Participation rate | 88.0% | 70.8%+17.2pp | 75.7%+12.3pp | 67.9%+20.1pp |
| Annual return | 6.23% | -13.81%+20.0pp | -12.16%+18.4pp | -7.84%+14.1pp |
| Employer contribution / active EE | $1,800 | $2,193-17.9% | $2,921-38.4% | $2,596-30.7% |
| Participant deferral / active EE | $2,735 | $3,627-24.6% | $4,564-40.1% | $4,027-32.1% |
| Admin fee / account holder | $2,499 | $5,896-57.6% | $8,445-70.4% | $5,403-53.8% |