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 | $62,332 | $73,867-15.6% | $143,757-56.6% | $68,494-9.0% |
| Participation rate | 75.4% | 66.7%+8.8pp | 80.3%-4.9pp | 67.9%+7.6pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,306 | $3,184-59.0% | $4,951-73.6% | $2,596-49.7% |
| Participant deferral / active EE | $4,100 | $3,384+21.1% | $5,637-27.3% | $4,027+1.8% |
| Admin fee / account holder | $17,578 | $5,755+205.5% | $14,673+19.8% | $5,403+225.4% |