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 | $62,214 | $117,690-47.1% | $71,735-13.3% | $134,475-53.7% |
| Participation rate | 73.3% | 68.8%+4.5pp | 62.3%+11.0pp | 81.2%-7.9pp |
| Annual return | -15.88% | 25.44%-41.3pp | 9.14%-25.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,402 | $2,525-4.8% | $1,704+41.0% | $4,740-49.3% |
| Participant deferral / active EE | $1,318 | $3,759-64.9% | $2,658-50.4% | $6,400-79.4% |
| Admin fee / account holder | $17,588 | $6,379+175.7% | $3,974+342.6% | $11,426+53.9% |