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 | $65,123 | $73,004-10.8% | $90,749-28.2% | $68,494-4.9% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -16.83% | -13.81%-3.0pp | -12.16%-4.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,699 | $2,193+114.3% | $2,921+60.9% | $2,596+81.0% |
| Participant deferral / active EE | $7,206 | $3,627+98.7% | $4,564+57.9% | $4,027+78.9% |
| Admin fee / account holder | $8,297 | $5,896+40.7% | $8,445-1.8% | $5,403+53.6% |