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 | $69,180 | $64,707+6.9% | $112,228-38.4% | $68,494+1.0% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -16.04% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,067 | $2,746-24.7% | $3,635-43.1% | $2,596-20.4% |
| Participant deferral / active EE | $8,460 | $3,565+137.3% | $4,728+78.9% | $4,027+110.1% |
| Admin fee / account holder | $7,430 | $5,232+42.0% | $6,410+15.9% | $5,403+37.5% |