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 | $62,861 | $50,958+23.4% | $74,550-15.7% | $64,186-2.1% |
| Participation rate | 84.1% | 61.1%+23.0pp | 69.1%+14.9pp | 69.6%+14.5pp |
| Annual return | -6.81% | -1.86%-5.0pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,746 | $1,115+56.6% | $1,961-11.0% | $2,381-26.7% |
| Participant deferral / active EE | $2,538 | $2,301+10.3% | $3,108-18.3% | $3,470-26.9% |
| Admin fee / account holder | $1,875 | $4,223-55.6% | $5,060-62.9% | $4,888-61.6% |