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 | $65,850 | $50,958+29.2% | $74,550-11.7% | $64,186+2.6% |
| Participation rate | 79.2% | 61.1%+18.1pp | 69.1%+10.0pp | 69.6%+9.6pp |
| Annual return | -7.94% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,096 | $1,115-1.7% | $1,961-44.1% | $2,381-54.0% |
| Participant deferral / active EE | $3,570 | $2,301+55.1% | $3,108+14.9% | $3,470+2.9% |
| Admin fee / account holder | $1,612 | $4,223-61.8% | $5,060-68.1% | $4,888-67.0% |