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 | $65,251 | $81,900-20.3% | $119,609-45.4% | $68,494-4.7% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -17.48% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,628 | $2,693+109.0% | $4,232+33.0% | $2,596+116.8% |
| Participant deferral / active EE | $2,552 | $4,148-38.5% | $5,602-54.5% | $4,027-36.6% |
| Admin fee / account holder | $2,257 | $6,582-65.7% | $10,323-78.1% | $5,403-58.2% |