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 | $64,352 | $64,707-0.5% | $112,228-42.7% | $68,494-6.0% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -15.80% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $868 | $2,746-68.4% | $3,635-76.1% | $2,596-66.6% |
| Participant deferral / active EE | $10,202 | $3,565+186.2% | $4,728+115.8% | $4,027+153.3% |
| Admin fee / account holder | $8,517 | $5,232+62.8% | $6,410+32.9% | $5,403+57.6% |