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 | $60,130 | $43,327+38.8% | $59,878+0.4% | $64,186-6.3% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -2.65% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,893 | $2,546+52.9% | $3,402+14.4% | $3,470+12.2% |
| Admin fee / account holder | $314 | $3,005-89.5% | $3,590-91.2% | $4,888-93.6% |