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 | $71,404 | $72,404-1.4% | $110,238-35.2% | $64,186+11.2% |
| Participation rate | 91.1% | 73.3%+17.7pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 0.58% | -6.29%+6.9pp | 314.74%-314.2pp | 7.63%-7.1pp |
| Employer contribution / active EE | $772 | $2,282-66.2% | $3,826-79.8% | $2,381-67.6% |
| Participant deferral / active EE | $5,952 | $3,469+71.6% | $4,672+27.4% | $3,470+71.6% |
| Admin fee / account holder | $17,462 | $5,664+208.3% | $8,547+104.3% | $4,888+257.2% |