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 | $72,683 | $50,958+42.6% | $74,550-2.5% | $64,186+13.2% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.1%+3.1pp | 69.6%+2.7pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $694 | $1,115-37.7% | $1,961-64.6% | $2,381-70.8% |
| Participant deferral / active EE | $3,496 | $2,301+51.9% | $3,108+12.5% | $3,470+0.8% |
| Admin fee / account holder | $9,469 | $4,223+124.2% | $5,060+87.1% | $4,888+93.7% |