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 | $61,062 | $73,004-16.4% | $90,749-32.7% | $68,494-10.9% |
| Participation rate | 95.9% | 70.8%+25.1pp | 75.7%+20.3pp | 67.9%+28.1pp |
| Annual return | -15.37% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,804 | $2,193-17.7% | $2,921-38.2% | $2,596-30.5% |
| Participant deferral / active EE | $4,288 | $3,627+18.2% | $4,564-6.0% | $4,027+6.5% |
| Admin fee / account holder | $1,570 | $5,896-73.4% | $8,445-81.4% | $5,403-70.9% |