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 6-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 | $60,949 | $52,836+15.4% | $105,738-42.4% | $64,186-5.0% |
| Participation rate | 84.6% | 66.5%+18.1pp | 76.3%+8.3pp | 69.6%+15.0pp |
| Annual return | -7.03% | 14.30%-21.3pp | 6.27%-13.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $561 | $1,827-69.3% | $3,268-82.8% | $2,381-76.4% |
| Participant deferral / active EE | $2,011 | $2,545-21.0% | $4,080-50.7% | $3,470-42.0% |
| Admin fee / account holder | $3,675 | $3,959-7.2% | $6,913-46.8% | $4,888-24.8% |