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 | $84,902 | $76,401+11.1% | $106,387-20.2% | $64,186+32.3% |
| Participation rate | 75.8% | 73.5%+2.2pp | 77.5%-1.7pp | 69.6%+6.2pp |
| Annual return | -6.60% | -2.19%-4.4pp | 0.25%-6.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,036 | $2,680+13.3% | $3,520-13.7% | $2,381+27.5% |
| Participant deferral / active EE | $5,221 | $4,274+22.2% | $5,421-3.7% | $3,470+50.5% |
| Admin fee / account holder | $13,050 | $4,610+183.1% | $7,510+73.8% | $4,888+167.0% |