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 | $72,900 | $62,586+16.5% | $76,768-5.0% | $64,186+13.6% |
| Participation rate | 74.4% | 72.8%+1.5pp | 77.0%-2.6pp | 69.6%+4.8pp |
| Annual return | -6.99% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,172 | $1,832+18.6% | $2,485-12.6% | $2,381-8.8% |
| Participant deferral / active EE | $3,935 | $3,145+25.1% | $3,852+2.2% | $3,470+13.4% |
| Admin fee / account holder | $4,462 | $4,667-4.4% | $6,675-33.2% | $4,888-8.7% |