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 | $58,691 | $62,586-6.2% | $76,768-23.5% | $64,186-8.6% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -5.74% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $822 | $1,832-55.1% | $2,485-66.9% | $2,381-65.5% |
| Participant deferral / active EE | $8,952 | $3,145+184.7% | $3,852+132.4% | $3,470+158.0% |
| Admin fee / account holder | $1,032 | $4,667-77.9% | $6,675-84.5% | $4,888-78.9% |