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 | $59,202 | $56,484+4.8% | $169,463-65.1% | $64,186-7.8% |
| Participation rate | 96.3% | 64.5%+31.7pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -3.70% | -1.55%-2.2pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,680 | $1,832+46.2% | $4,159-35.6% | $2,381+12.6% |
| Participant deferral / active EE | $5,695 | $3,448+65.2% | $5,277+7.9% | $3,470+64.1% |
| Admin fee / account holder | $13,559 | $4,174+224.8% | $9,109+48.9% | $4,888+177.4% |