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 | $61,725 | $52,836+16.8% | $105,738-41.6% | $64,186-3.8% |
| Participation rate | 97.9% | 66.5%+31.4pp | 76.3%+21.6pp | 69.6%+28.3pp |
| Annual return | -0.73% | 14.30%-15.0pp | 6.27%-7.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $749 | $1,827-59.0% | $3,268-77.1% | $2,381-68.5% |
| Participant deferral / active EE | $4,017 | $2,545+57.8% | $4,080-1.5% | $3,470+15.8% |
| Admin fee / account holder | $2,489 | $3,959-37.1% | $6,913-64.0% | $4,888-49.1% |