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 | $69,689 | $56,484+23.4% | $169,463-58.9% | $64,186+8.6% |
| Participation rate | 72.9% | 64.5%+8.3pp | 77.8%-4.9pp | 69.6%+3.3pp |
| Annual return | -7.17% | -1.55%-5.6pp | 1.83%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,403 | $1,832+31.2% | $4,159-42.2% | $2,381+1.0% |
| Participant deferral / active EE | $4,230 | $3,448+22.7% | $5,277-19.8% | $3,470+21.9% |
| Admin fee / account holder | $2,406 | $4,174-42.3% | $9,109-73.6% | $4,888-50.8% |