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 | $61,685 | $56,484+9.2% | $169,463-63.6% | $64,186-3.9% |
| Participation rate | 96.0% | 64.5%+31.5pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -6.86% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $695 | $1,832-62.1% | $4,159-83.3% | $2,381-70.8% |
| Participant deferral / active EE | $5,771 | $3,448+67.4% | $5,277+9.4% | $3,470+66.3% |
| Admin fee / account holder | $1,885 | $4,174-54.8% | $9,109-79.3% | $4,888-61.4% |