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 | $78,628 | $50,958+54.3% | $74,550+5.5% | $64,186+22.5% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | 0.71% | -1.86%+2.6pp | 32.53%-31.8pp | 7.63%-6.9pp |
| Employer contribution / active EE | $3,377 | $1,115+202.8% | $1,961+72.2% | $2,381+41.9% |
| Participant deferral / active EE | $3,994 | $2,301+73.5% | $3,108+28.5% | $3,470+15.1% |
| Admin fee / account holder | $1,514 | $4,223-64.1% | $5,060-70.1% | $4,888-69.0% |