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 | $60,607 | $52,836+14.7% | $105,738-42.7% | $64,186-5.6% |
| Participation rate | 96.3% | 66.5%+29.8pp | 76.3%+20.0pp | 69.6%+26.7pp |
| Annual return | -7.33% | 14.30%-21.6pp | 6.27%-13.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,164 | $1,827+127.9% | $3,268+27.4% | $2,381+74.9% |
| Participant deferral / active EE | $3,375 | $2,545+32.6% | $4,080-17.3% | $3,470-2.7% |
| Admin fee / account holder | $1,275 | $3,959-67.8% | $6,913-81.6% | $4,888-73.9% |