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 | $66,535 | $50,958+30.6% | $74,550-10.8% | $64,186+3.7% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.1%+18.7pp | 69.6%+18.3pp |
| Annual return | -7.04% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,257 | $1,115+12.7% | $1,961-35.9% | $2,381-47.2% |
| Participant deferral / active EE | $2,099 | $2,301-8.8% | $3,108-32.5% | $3,470-39.5% |
| Admin fee / account holder | $2,956 | $4,223-30.0% | $5,060-41.6% | $4,888-39.5% |