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 | $86,068 | $73,004+17.9% | $90,749-5.2% | $68,494+25.7% |
| Participation rate | 86.4% | 70.8%+15.6pp | 75.7%+10.7pp | 67.9%+18.6pp |
| Annual return | -18.48% | -13.81%-4.7pp | -12.16%-6.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $7,458 | $2,193+240.1% | $2,921+155.3% | $2,596+187.2% |
| Participant deferral / active EE | $2,503 | $3,627-31.0% | $4,564-45.2% | $4,027-37.8% |
| Admin fee / account holder | $3,245 | $5,896-45.0% | $8,445-61.6% | $5,403-39.9% |