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 | $61,206 | $110,094-44.4% | $151,611-59.6% | $68,494-10.6% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -14.68% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,199 | $4,471-50.8% | $6,166-64.3% | $2,596-15.3% |
| Participant deferral / active EE | $3,635 | $6,527-44.3% | $8,363-56.5% | $4,027-9.7% |
| Admin fee / account holder | $1,538 | $7,719-80.1% | $11,616-86.8% | $5,403-71.5% |