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 | $67,733 | $73,867-8.3% | $143,757-52.9% | $68,494-1.1% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -9.00% | 1.01%-10.0pp | -0.04%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,503 | $3,184+10.0% | $4,951-29.2% | $2,596+34.9% |
| Participant deferral / active EE | $2,748 | $3,384-18.8% | $5,637-51.2% | $4,027-31.8% |
| Admin fee / account holder | $60,274 | $5,755+947.4% | $14,673+310.8% | $5,403+1015.6% |