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 | $69,195 | $73,004-5.2% | $90,749-23.8% | $68,494+1.0% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -17.80% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,999 | $2,193-8.8% | $2,921-31.6% | $2,596-23.0% |
| Participant deferral / active EE | $9,655 | $3,627+166.2% | $4,564+111.5% | $4,027+139.8% |
| Admin fee / account holder | $1,045 | $5,896-82.3% | $8,445-87.6% | $5,403-80.7% |