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 | $60,094 | $77,813-22.8% | $123,544-51.4% | $64,186-6.4% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -5.55% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,500 | $3,014-50.2% | $4,628-67.6% | $2,381-37.0% |
| Participant deferral / active EE | $8,401 | $5,240+60.3% | $6,426+30.7% | $3,470+142.1% |
| Admin fee / account holder | $9,219 | $5,519+67.0% | $9,284-0.7% | $4,888+88.6% |