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 | $66,230 | $71,883-7.9% | $86,677-23.6% | $68,494-3.3% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -11.88% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,304 | $2,173-40.0% | $2,836-54.0% | $2,596-49.8% |
| Participant deferral / active EE | $5,480 | $3,779+45.0% | $4,656+17.7% | $4,027+36.1% |
| Admin fee / account holder | $4,548 | $6,112-25.6% | $7,493-39.3% | $5,403-15.8% |