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 | $75,283 | $58,577+28.5% | $83,333-9.7% | $64,186+17.3% |
| Participation rate | 75.7% | 72.0%+3.7pp | 77.8%-2.0pp | 69.6%+6.1pp |
| Annual return | -2.99% | 9.65%-12.6pp | 10.63%-13.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $633 | $2,098-69.8% | $3,379-81.3% | $2,381-73.4% |
| Participant deferral / active EE | $6,633 | $4,654+42.5% | $5,565+19.2% | $3,470+91.2% |
| Admin fee / account holder | $5,923 | $9,275-36.1% | $7,510-21.1% | $4,888+21.2% |