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 | $67,114 | $72,404-7.3% | $110,238-39.1% | $64,186+4.6% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.0pp | 69.6%+15.3pp |
| Annual return | -3.28% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,626 | $2,282-28.7% | $3,826-57.5% | $2,381-31.7% |
| Participant deferral / active EE | $3,229 | $3,469-6.9% | $4,672-30.9% | $3,470-6.9% |
| Admin fee / account holder | $8,833 | $5,664+55.9% | $8,547+3.3% | $4,888+80.7% |