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 | $70,355 | $58,577+20.1% | $83,333-15.6% | $64,186+9.6% |
| Participation rate | 72.5% | 72.0%+0.5pp | 77.8%-5.2pp | 69.6%+3.0pp |
| Annual return | -5.74% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,134 | $2,098+1.7% | $3,379-36.8% | $2,381-10.4% |
| Participant deferral / active EE | $5,979 | $4,654+28.5% | $5,565+7.4% | $3,470+72.3% |
| Admin fee / account holder | $2,008 | $9,275-78.4% | $7,510-73.3% | $4,888-58.9% |