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 | $66,348 | $56,357+17.7% | $104,294-36.4% | $68,494-3.1% |
| Participation rate | 93.1% | 63.3%+29.9pp | 73.3%+19.8pp | 67.9%+25.2pp |
| Annual return | -12.70% | -9.19%-3.5pp | 24.61%-37.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,326 | $1,960+18.7% | $3,372-31.0% | $2,596-10.4% |
| Participant deferral / active EE | $6,202 | $3,077+101.5% | $4,625+34.1% | $4,027+54.0% |
| Admin fee / account holder | $961 | $4,903-80.4% | $7,339-86.9% | $5,403-82.2% |