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 | $62,615 | $127,386-50.8% | $115,037-45.6% | $125,391-50.1% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -1.07% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,975 | $5,166-61.8% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $3,653 | $6,423-43.1% | $6,026-39.4% | $5,352-31.7% |
| Admin fee / account holder | $905 | $9,516-90.5% | $8,175-88.9% | $9,540-90.5% |