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 | $73,078 | $64,707+12.9% | $112,228-34.9% | $68,494+6.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 6.00% | -11.40%+17.4pp | 27.45%-21.5pp | -7.84%+13.8pp |
| Employer contribution / active EE | $1,420 | $2,746-48.3% | $3,635-60.9% | $2,596-45.3% |
| Participant deferral / active EE | $8,168 | $3,565+129.1% | $4,728+72.8% | $4,027+102.8% |
| Admin fee / account holder | $4,850 | $5,232-7.3% | $6,410-24.3% | $5,403-10.2% |