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 | $65,738 | $59,805+9.9% | $79,550-17.4% | $68,494-4.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.44% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,786 | $1,505+151.6% | $2,413+56.9% | $2,596+45.8% |
| Participant deferral / active EE | $5,932 | $3,024+96.1% | $3,985+48.9% | $4,027+47.3% |
| Admin fee / account holder | $11,108 | $4,835+129.8% | $6,832+62.6% | $5,403+105.6% |