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 | $63,893 | $73,004-12.5% | $90,749-29.6% | $68,494-6.7% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -17.95% | -13.81%-4.1pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,076 | $2,193-50.9% | $2,921-63.2% | $2,596-58.6% |
| Participant deferral / active EE | $2,551 | $3,627-29.7% | $4,564-44.1% | $4,027-36.6% |
| Admin fee / account holder | $1,673 | $5,896-71.6% | $8,445-80.2% | $5,403-69.0% |