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 | $67,645 | $59,107+14.4% | $86,436-21.7% | $68,494-1.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -14.06% | -0.23%-13.8pp | 4394.89%-4409.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,271 | $2,519-49.5% | $3,769-66.3% | $2,596-51.0% |
| Participant deferral / active EE | $5,466 | $5,901-7.4% | $6,952-21.4% | $4,027+35.7% |
| Admin fee / account holder | $4,281 | $5,637-24.0% | $6,731-36.4% | $5,403-20.8% |