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 | $66,987 | $57,354+16.8% | $83,848-20.1% | $64,186+4.4% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -6.04% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,631 | $2,545-35.9% | $3,631-55.1% | $2,381-31.5% |
| Participant deferral / active EE | $3,936 | $2,993+31.5% | $4,082-3.6% | $3,470+13.4% |
| Admin fee / account holder | $4,815 | $4,046+19.0% | $5,478-12.1% | $4,888-1.5% |