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 | $73,864 | $59,805+23.5% | $79,550-7.1% | $68,494+7.8% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.5%+16.5pp | 67.9%+18.1pp |
| Annual return | -12.64% | -12.30%-0.3pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,881 | $1,505+91.4% | $2,413+19.4% | $2,596+11.0% |
| Participant deferral / active EE | $2,507 | $3,024-17.1% | $3,985-37.1% | $4,027-37.8% |
| Admin fee / account holder | $3,647 | $4,835-24.6% | $6,832-46.6% | $5,403-32.5% |