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 | $64,836 | $73,004-11.2% | $90,749-28.6% | $68,494-5.3% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -18.45% | -13.81%-4.6pp | -12.16%-6.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $729 | $2,193-66.7% | $2,921-75.0% | $2,596-71.9% |
| Participant deferral / active EE | $4,121 | $3,627+13.6% | $4,564-9.7% | $4,027+2.3% |
| Admin fee / account holder | $4,879 | $5,896-17.2% | $8,445-42.2% | $5,403-9.7% |