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 | $71,426 | $71,883-0.6% | $86,677-17.6% | $68,494+4.3% |
| Participation rate | 81.6% | 72.2%+9.4pp | 76.6%+5.1pp | 67.9%+13.7pp |
| Annual return | -14.47% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,043 | $2,173-6.0% | $2,836-28.0% | $2,596-21.3% |
| Participant deferral / active EE | $3,582 | $3,779-5.2% | $4,656-23.1% | $4,027-11.0% |
| Admin fee / account holder | $17,331 | $6,112+183.6% | $7,493+131.3% | $5,403+220.8% |