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 | $69,551 | $56,484+23.1% | $169,463-59.0% | $64,186+8.4% |
| Participation rate | 88.9% | 64.5%+24.3pp | 77.8%+11.1pp | 69.6%+19.3pp |
| Annual return | -6.05% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,135 | $1,832-38.0% | $4,159-72.7% | $2,381-52.3% |
| Participant deferral / active EE | $2,955 | $3,448-14.3% | $5,277-44.0% | $3,470-14.8% |
| Admin fee / account holder | $1,851 | $4,174-55.7% | $9,109-79.7% | $4,888-62.1% |