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 | $60,115 | $57,354+4.8% | $83,848-28.3% | $64,186-6.3% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -2.17% | 11.38%-13.6pp | 850.88%-853.0pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,902 | $2,545+14.0% | $3,631-20.1% | $2,381+21.9% |
| Participant deferral / active EE | $3,086 | $2,993+3.1% | $4,082-24.4% | $3,470-11.1% |
| Admin fee / account holder | $10,401 | $4,046+157.1% | $5,478+89.9% | $4,888+112.8% |