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 7-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 | $58,753 | $70,428-16.6% | $96,562-39.2% | $85,850-31.6% |
| Participation rate | 71.0% | 61.8%+9.2pp | 69.8%+1.2pp | 69.3%+1.7pp |
| Annual return | 13.45% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,352 | $1,413-4.3% | $2,356-42.6% | $2,565-47.3% |
| Participant deferral / active EE | $3,995 | $2,894+38.0% | $3,849+3.8% | $3,952+1.1% |
| Admin fee / account holder | $475 | $4,997-90.5% | $6,181-92.3% | $6,260-92.4% |