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 | $65,095 | $56,357+15.5% | $104,294-37.6% | $68,494-5.0% |
| Participation rate | 93.1% | 63.3%+29.9pp | 73.3%+19.8pp | 67.9%+25.2pp |
| Annual return | -17.75% | -9.19%-8.6pp | 24.61%-42.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,477 | $1,960+26.4% | $3,372-26.5% | $2,596-4.6% |
| Participant deferral / active EE | $6,318 | $3,077+105.3% | $4,625+36.6% | $4,027+56.9% |
| Admin fee / account holder | $9,385 | $4,903+91.4% | $7,339+27.9% | $5,403+73.7% |