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 | $61,325 | $59,805+2.5% | $79,550-22.9% | $68,494-10.5% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.5%+16.2pp | 67.9%+17.8pp |
| Annual return | -18.36% | -12.30%-6.1pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $761 | $1,505-49.4% | $2,413-68.5% | $2,596-70.7% |
| Participant deferral / active EE | $3,166 | $3,024+4.7% | $3,985-20.6% | $4,027-21.4% |
| Admin fee / account holder | $5,559 | $4,835+15.0% | $6,832-18.6% | $5,403+2.9% |