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 4-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 | $60,013 | $56,357+6.5% | $104,294-42.5% | $68,494-12.4% |
| Participation rate | 80.7% | 63.3%+17.4pp | 73.3%+7.4pp | 67.9%+12.8pp |
| Annual return | -18.07% | -9.19%-8.9pp | 24.61%-42.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,266 | $1,960+15.6% | $3,372-32.8% | $2,596-12.7% |
| Participant deferral / active EE | $3,865 | $3,077+25.6% | $4,625-16.4% | $4,027-4.0% |
| Admin fee / account holder | $6,218 | $4,903+26.8% | $7,339-15.3% | $5,403+15.1% |