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 | $66,112 | $77,813-15.0% | $123,544-46.5% | $64,186+3.0% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | -2.33% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $834 | $3,014-72.3% | $4,628-82.0% | $2,381-65.0% |
| Participant deferral / active EE | $6,810 | $5,240+30.0% | $6,426+6.0% | $3,470+96.3% |
| Admin fee / account holder | $15,369 | $5,519+178.5% | $9,284+65.5% | $4,888+214.4% |