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 | $62,068 | $110,094-43.6% | $151,611-59.1% | $68,494-9.4% |
| Participation rate | 95.5% | 84.0%+11.6pp | 87.5%+8.0pp | 67.9%+27.6pp |
| Annual return | -18.43% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,831 | $4,471-59.1% | $6,166-70.3% | $2,596-29.5% |
| Participant deferral / active EE | $5,031 | $6,527-22.9% | $8,363-39.8% | $4,027+24.9% |
| Admin fee / account holder | $3,385 | $7,719-56.1% | $11,616-70.9% | $5,403-37.3% |