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 | $78,168 | $49,280+58.6% | $67,313+16.1% | $64,186+21.8% |
| Participation rate | 91.2% | 60.8%+30.4pp | 69.1%+22.1pp | 69.6%+21.7pp |
| Annual return | -2.30% | -1.39%-0.9pp | -4.08%+1.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,097 | $1,668+85.6% | $2,566+20.7% | $2,381+30.1% |
| Participant deferral / active EE | $5,835 | $2,484+134.9% | $3,568+63.5% | $3,470+68.2% |
| Admin fee / account holder | $432 | $3,863-88.8% | $4,507-90.4% | $4,888-91.2% |