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 | $65,941 | $73,867-10.7% | $143,757-54.1% | $68,494-3.7% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -16.05% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,852 | $3,184-10.4% | $4,951-42.4% | $2,596+9.8% |
| Participant deferral / active EE | $7,358 | $3,384+117.4% | $5,637+30.5% | $4,027+82.7% |
| Admin fee / account holder | $4,089 | $5,755-28.9% | $14,673-72.1% | $5,403-24.3% |