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 8-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 | $85,452 | $58,577+45.9% | $83,333+2.5% | $64,186+33.1% |
| Participation rate | 74.4% | 72.0%+2.4pp | 77.8%-3.3pp | 69.6%+4.9pp |
| Annual return | -6.67% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,711 | $2,098-18.5% | $3,379-49.4% | $2,381-28.1% |
| Participant deferral / active EE | $5,531 | $4,654+18.8% | $5,565-0.6% | $3,470+59.4% |
| Admin fee / account holder | $1,490 | $9,275-83.9% | $7,510-80.2% | $4,888-69.5% |