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 | $60,913 | $48,265+26.2% | $68,791-11.5% | $68,494-11.1% |
| Participation rate | 74.1% | 60.7%+13.4pp | 69.0%+5.0pp | 67.9%+6.2pp |
| Annual return | -16.57% | -12.71%-3.9pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,253 | $1,829-31.5% | $2,655-52.8% | $2,596-51.7% |
| Participant deferral / active EE | $2,507 | $2,867-12.6% | $3,941-36.4% | $4,027-37.8% |
| Admin fee / account holder | $2,302 | $4,355-47.1% | $4,932-53.3% | $5,403-57.4% |