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 | $59,761 | $64,707-7.6% | $112,228-46.7% | $68,494-12.7% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | -17.25% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,159 | $2,746-21.4% | $3,635-40.6% | $2,596-16.8% |
| Participant deferral / active EE | $5,679 | $3,565+59.3% | $4,728+20.1% | $4,027+41.0% |
| Admin fee / account holder | $21,101 | $5,232+303.3% | $6,410+229.2% | $5,403+290.6% |