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 | $60,539 | $45,863+32.0% | $77,024-21.4% | $68,494-11.6% |
| Participation rate | 70.3% | 55.9%+14.4pp | 67.9%+2.4pp | 67.9%+2.4pp |
| Annual return | -16.72% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,533 | $1,650+53.6% | $2,812-9.9% | $2,596-2.4% |
| Participant deferral / active EE | $6,432 | $2,962+117.1% | $4,426+45.3% | $4,027+59.7% |
| Admin fee / account holder | $3,484 | $3,041+14.6% | $5,425-35.8% | $5,403-35.5% |