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 | $68,325 | $61,660+10.8% | $80,019-14.6% | $64,186+6.4% |
| Participation rate | 77.8% | 71.7%+6.1pp | 75.8%+1.9pp | 69.6%+8.2pp |
| Annual return | -4.47% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $523 | $1,810-71.1% | $2,468-78.8% | $2,381-78.0% |
| Participant deferral / active EE | $2,711 | $2,968-8.7% | $3,686-26.5% | $3,470-21.9% |
| Admin fee / account holder | $15,824 | $5,417+192.1% | $6,521+142.7% | $4,888+223.7% |