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 | $60,922 | $92,222-33.9% | $76,768-20.6% | $135,375-55.0% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,353 | $3,216+4.3% | $2,485+34.9% | $4,779-29.8% |
| Participant deferral / active EE | $7,794 | $4,509+72.9% | $3,852+102.3% | $5,609+39.0% |
| Admin fee / account holder | $7,521 | $10,748-30.0% | $6,675+12.7% | $10,827-30.5% |