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 | $61,483 | $64,707-5.0% | $112,228-45.2% | $68,494-10.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.33% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,132 | $2,746+14.0% | $3,635-13.8% | $2,596+20.6% |
| Participant deferral / active EE | $6,543 | $3,565+83.6% | $4,728+38.4% | $4,027+62.5% |
| Admin fee / account holder | $7,928 | $5,232+51.5% | $6,410+23.7% | $5,403+46.7% |