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 | $59,772 | $75,935-21.3% | $60,547-1.3% | $125,391-52.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | -0.15% | -5.38%+5.2pp | 335.64%-335.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,907 | $3,438-44.5% | $2,419-21.2% | $4,866-60.8% |
| Participant deferral / active EE | $3,121 | $4,506-30.8% | $3,328-6.2% | $5,352-41.7% |
| Admin fee / account holder | $6,771 | $6,768+0.1% | $4,536+49.3% | $9,540-29.0% |