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 | $62,485 | $110,094-43.2% | $151,611-58.8% | $68,494-8.8% |
| Participation rate | 74.2% | 84.0%-9.8pp | 87.5%-13.3pp | 67.9%+6.3pp |
| Annual return | -15.68% | -10.12%-5.6pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,725 | $4,471-61.4% | $6,166-72.0% | $2,596-33.5% |
| Participant deferral / active EE | $3,419 | $6,527-47.6% | $8,363-59.1% | $4,027-15.1% |
| Admin fee / account holder | $2,057 | $7,719-73.3% | $11,616-82.3% | $5,403-61.9% |