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 | $61,443 | $42,894+43.2% | $60,874+0.9% | $68,494-10.3% |
| Participation rate | 90.7% | 66.8%+23.9pp | 73.1%+17.6pp | 67.9%+22.9pp |
| Annual return | -6.65% | -13.98%+7.3pp | 16.90%-23.5pp | -7.84%+1.2pp |
| Employer contribution / active EE | $3,448 | $1,978+74.3% | $2,701+27.6% | $2,596+32.8% |
| Participant deferral / active EE | $7,808 | $2,867+172.4% | $3,817+104.6% | $4,027+93.9% |
| Admin fee / account holder | $1,773 | $3,101-42.8% | $3,224-45.0% | $5,403-67.2% |