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 | $60,279 | $77,813-22.5% | $123,544-51.2% | $64,186-6.1% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -4.63% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $906 | $3,014-69.9% | $4,628-80.4% | $2,381-61.9% |
| Participant deferral / active EE | $4,531 | $5,240-13.5% | $6,426-29.5% | $3,470+30.6% |
| Admin fee / account holder | $523 | $5,519-90.5% | $9,284-94.4% | $4,888-89.3% |