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 | $67,317 | $73,867-8.9% | $143,757-53.2% | $68,494-1.7% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -16.48% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,018 | $3,184-36.6% | $4,951-59.2% | $2,596-22.3% |
| Participant deferral / active EE | $4,586 | $3,384+35.5% | $5,637-18.6% | $4,027+13.9% |
| Admin fee / account holder | $384 | $5,755-93.3% | $14,673-97.4% | $5,403-92.9% |