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 | $66,504 | $133,958-50.4% | $112,228-40.7% | $134,475-50.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -14.53% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,196 | $4,038-20.8% | $3,635-12.1% | $4,740-32.6% |
| Participant deferral / active EE | $6,737 | $5,291+27.3% | $4,728+42.5% | $6,400+5.3% |
| Admin fee / account holder | $1,591 | $7,489-78.8% | $6,410-75.2% | $11,426-86.1% |