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 | $61,466 | $50,958+20.6% | $74,550-17.5% | $64,186-4.2% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.1%+18.9pp | 69.6%+18.4pp |
| Annual return | -6.23% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $659 | $1,115-40.9% | $1,961-66.4% | $2,381-72.3% |
| Participant deferral / active EE | $5,479 | $2,301+138.1% | $3,108+76.3% | $3,470+57.9% |
| Admin fee / account holder | $7,286 | $4,223+72.5% | $5,060+44.0% | $4,888+49.1% |