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 | $62,367 | $42,383+47.2% | $76,523-18.5% | $64,186-2.8% |
| Participation rate | 92.0% | 58.1%+33.9pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | -6.13% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,072 | $1,563+96.5% | $2,647+16.0% | $2,381+29.0% |
| Participant deferral / active EE | $2,843 | $2,566+10.8% | $3,835-25.9% | $3,470-18.0% |
| Admin fee / account holder | $1,296 | $3,198-59.5% | $4,848-73.3% | $4,888-73.5% |