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 | $60,067 | $79,633-24.6% | $93,789-36.0% | $68,494-12.3% |
| Participation rate | 80.6% | 75.4%+5.3pp | 81.0%-0.3pp | 67.9%+12.8pp |
| Annual return | -18.14% | -0.10%-18.0pp | -11.33%-6.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,463 | $3,665-5.5% | $4,323-19.9% | $2,596+33.4% |
| Participant deferral / active EE | $12,009 | $5,158+132.8% | $6,094+97.0% | $4,027+198.2% |
| Admin fee / account holder | $3,956 | $6,871-42.4% | $7,195-45.0% | $5,403-26.8% |