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 9-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 | $60,033 | $43,327+38.6% | $59,878+0.3% | $64,186-6.5% |
| Participation rate | 94.7% | 69.2%+25.6pp | 74.7%+20.0pp | 69.6%+25.2pp |
| Annual return | -4.37% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,491 | $2,546+194.2% | $3,402+120.2% | $3,470+115.9% |
| Admin fee / account holder | $3,227 | $3,005+7.4% | $3,590-10.1% | $4,888-34.0% |