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 | $70,938 | $59,805+18.6% | $79,550-10.8% | $68,494+3.6% |
| Participation rate | 80.3% | 61.1%+19.3pp | 69.5%+10.8pp | 67.9%+12.4pp |
| Annual return | -16.20% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $772 | $1,505-48.7% | $2,413-68.0% | $2,596-70.2% |
| Participant deferral / active EE | $5,629 | $3,024+86.1% | $3,985+41.2% | $4,027+39.8% |
| Admin fee / account holder | $2,178 | $4,835-55.0% | $6,832-68.1% | $5,403-59.7% |