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 | $65,761 | $62,586+5.1% | $76,768-14.3% | $64,186+2.5% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -3.39% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $782 | $1,832-57.3% | $2,485-68.5% | $2,381-67.1% |
| Participant deferral / active EE | $2,254 | $3,145-28.3% | $3,852-41.5% | $3,470-35.0% |
| Admin fee / account holder | $13,152 | $4,667+181.8% | $6,675+97.0% | $4,888+169.1% |