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 | $77,208 | $58,577+31.8% | $83,333-7.4% | $64,186+20.3% |
| Participation rate | 72.4% | 72.0%+0.4pp | 77.8%-5.3pp | 69.6%+2.8pp |
| Annual return | -7.06% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,332 | $2,098-36.5% | $3,379-60.6% | $2,381-44.1% |
| Participant deferral / active EE | $2,387 | $4,654-48.7% | $5,565-57.1% | $3,470-31.2% |
| Admin fee / account holder | $2,086 | $9,275-77.5% | $7,510-72.2% | $4,888-57.3% |