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 | $61,094 | $64,707-5.6% | $112,228-45.6% | $68,494-10.8% |
| Participation rate | 98.7% | 67.2%+31.6pp | 75.1%+23.7pp | 67.9%+30.8pp |
| Annual return | -16.81% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,370 | $2,746+22.7% | $3,635-7.3% | $2,596+29.8% |
| Participant deferral / active EE | $3,665 | $3,565+2.8% | $4,728-22.5% | $4,027-9.0% |
| Admin fee / account holder | $3,465 | $5,232-33.8% | $6,410-45.9% | $5,403-35.9% |