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 | $60,936 | $59,805+1.9% | $79,550-23.4% | $68,494-11.0% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.5%+11.5pp | 67.9%+13.1pp |
| Annual return | -15.97% | -12.30%-3.7pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,969 | $1,505+230.2% | $2,413+105.9% | $2,596+91.4% |
| Participant deferral / active EE | $1,451 | $3,024-52.0% | $3,985-63.6% | $4,027-64.0% |
| Admin fee / account holder | $9,258 | $4,835+91.5% | $6,832+35.5% | $5,403+71.4% |