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 | $60,034 | $56,357+6.5% | $104,294-42.4% | $68,494-12.4% |
| Participation rate | 76.7% | 63.3%+13.4pp | 73.3%+3.4pp | 67.9%+8.8pp |
| Annual return | -5.83% | -9.19%+3.4pp | 24.61%-30.4pp | -7.84%+2.0pp |
| Employer contribution / active EE | $3,265 | $1,960+66.6% | $3,372-3.2% | $2,596+25.8% |
| Participant deferral / active EE | $2,272 | $3,077-26.2% | $4,625-50.9% | $4,027-43.6% |
| Admin fee / account holder | $458 | $4,903-90.7% | $7,339-93.8% | $5,403-91.5% |