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 | $70,151 | $62,586+12.1% | $76,768-8.6% | $64,186+9.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | -5.72% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,532 | $1,832+38.2% | $2,485+1.9% | $2,381+6.3% |
| Participant deferral / active EE | $3,719 | $3,145+18.3% | $3,852-3.4% | $3,470+7.2% |
| Admin fee / account holder | $1,618 | $4,667-65.3% | $6,675-75.8% | $4,888-66.9% |