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 9-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 | $84,456 | $54,726+54.3% | $68,793+22.8% | $64,186+31.6% |
| Participation rate | 78.6% | 68.0%+10.5pp | 72.2%+6.3pp | 69.6%+9.0pp |
| Annual return | -5.34% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,940 | $1,846+5.1% | $2,625-26.1% | $2,381-18.5% |
| Participant deferral / active EE | $4,043 | $2,626+54.0% | $3,311+22.1% | $3,470+16.5% |
| Admin fee / account holder | $5,159 | $4,027+28.1% | $5,131+0.6% | $4,888+5.5% |