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 | $74,057 | $58,577+26.4% | $83,333-11.1% | $64,186+15.4% |
| Participation rate | 91.2% | 72.0%+19.2pp | 77.8%+13.5pp | 69.6%+21.7pp |
| Annual return | -2.70% | 9.65%-12.3pp | 10.63%-13.3pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,518 | $2,098-27.7% | $3,379-55.1% | $2,381-36.2% |
| Participant deferral / active EE | $5,839 | $4,654+25.5% | $5,565+4.9% | $3,470+68.3% |
| Admin fee / account holder | $49,537 | $9,275+434.1% | $7,510+559.6% | $4,888+913.4% |