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 | $72,114 | $43,327+66.4% | $59,878+20.4% | $64,186+12.4% |
| Participation rate | 98.0% | 69.2%+28.8pp | 74.7%+23.3pp | 69.6%+28.4pp |
| Annual return | -3.50% | -1.55%-1.9pp | 3.46%-7.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,534 | $2,028+123.5% | $2,722+66.6% | $2,381+90.4% |
| Participant deferral / active EE | $4,534 | $2,546+78.1% | $3,402+33.3% | $3,470+30.7% |
| Admin fee / account holder | $4,463 | $3,005+48.5% | $3,590+24.3% | $4,888-8.7% |