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 | $66,871 | $105,860-36.8% | $90,749-26.3% | $134,475-50.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -13.51% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,998 | $3,462+44.4% | $2,921+71.1% | $4,740+5.5% |
| Participant deferral / active EE | $4,998 | $5,216-4.2% | $4,564+9.5% | $6,400-21.9% |
| Admin fee / account holder | $7,236 | $13,938-48.1% | $8,445-14.3% | $11,426-36.7% |