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 | $63,919 | $147,167-56.6% | $111,392-42.6% | $135,375-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 5.75% | -4.44%+10.2pp | -2.06%+7.8pp | 519.73%-514.0pp |
| Employer contribution / active EE | $1,192 | $5,204-77.1% | $4,328-72.5% | $4,779-75.1% |
| Participant deferral / active EE | $5,191 | $6,565-20.9% | $5,567-6.8% | $5,609-7.4% |
| Admin fee / account holder | $653 | $20,270-96.8% | $12,266-94.7% | $10,827-94.0% |