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 | $61,237 | $69,977-12.5% | $108,579-43.6% | $62,891-2.6% |
| Participation rate | 81.6% | 72.9%+8.7pp | 79.6%+2.0pp | 69.3%+12.3pp |
| Annual return | 7.34% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,009 | $3,165-36.5% | $4,311-53.4% | $3,203-37.3% |
| Admin fee / account holder | $3,952 | $5,076-22.2% | $7,645-48.3% | $4,296-8.0% |