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 | $64,715 | $50,958+27.0% | $74,550-13.2% | $64,186+0.8% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -3.31% | -1.86%-1.5pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,382 | $1,115+23.9% | $1,961-29.5% | $2,381-42.0% |
| Participant deferral / active EE | $2,011 | $2,301-12.6% | $3,108-35.3% | $3,470-42.0% |
| Admin fee / account holder | $856 | $4,223-79.7% | $5,060-83.1% | $4,888-82.5% |