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 | $60,940 | $62,586-2.6% | $76,768-20.6% | $64,186-5.1% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -1.40% | -1.95%+0.5pp | 2.43%-3.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,391 | $1,832-24.1% | $2,485-44.0% | $2,381-41.6% |
| Participant deferral / active EE | $2,321 | $3,145-26.2% | $3,852-39.7% | $3,470-33.1% |
| Admin fee / account holder | $1,797 | $4,667-61.5% | $6,675-73.1% | $4,888-63.2% |