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 | $60,923 | $57,354+6.2% | $83,848-27.3% | $64,186-5.1% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | -2.44% | 11.38%-13.8pp | 850.88%-853.3pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,875 | $2,545-26.3% | $3,631-48.4% | $2,381-21.2% |
| Participant deferral / active EE | $3,933 | $2,993+31.4% | $4,082-3.6% | $3,470+13.4% |
| Admin fee / account holder | $866 | $4,046-78.6% | $5,478-84.2% | $4,888-82.3% |