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 | $61,876 | $50,958+21.4% | $74,550-17.0% | $64,186-3.6% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -6.09% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,064 | $1,115+85.1% | $1,961+5.3% | $2,381-13.3% |
| Participant deferral / active EE | $4,440 | $2,301+92.9% | $3,108+42.9% | $3,470+28.0% |
| Admin fee / account holder | $4,452 | $4,223+5.4% | $5,060-12.0% | $4,888-8.9% |