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 | $68,109 | $56,484+20.6% | $169,463-59.8% | $64,186+6.1% |
| Participation rate | 79.7% | 64.5%+15.2pp | 77.8%+1.9pp | 69.6%+10.1pp |
| Annual return | -2.12% | -1.55%-0.6pp | 1.83%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,605 | $1,832-12.4% | $4,159-61.4% | $2,381-32.6% |
| Participant deferral / active EE | $3,017 | $3,448-12.5% | $5,277-42.8% | $3,470-13.0% |
| Admin fee / account holder | $11,535 | $4,174+176.4% | $9,109+26.6% | $4,888+136.0% |