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 | $59,849 | $64,707-7.5% | $112,228-46.7% | $68,494-12.6% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $7,813 | $2,746+184.5% | $3,635+115.0% | $2,596+200.9% |
| Participant deferral / active EE | $7,187 | $3,565+101.6% | $4,728+52.0% | $4,027+78.5% |
| Admin fee / account holder | $596 | $5,232-88.6% | $6,410-90.7% | $5,403-89.0% |