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 | $68,442 | $48,265+41.8% | $68,791-0.5% | $68,494-0.1% |
| Participation rate | 85.2% | 60.7%+24.5pp | 69.0%+16.2pp | 67.9%+17.3pp |
| Annual return | -18.76% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,408 | $1,829+31.7% | $2,655-9.3% | $2,596-7.2% |
| Participant deferral / active EE | $4,808 | $2,867+67.7% | $3,941+22.0% | $4,027+19.4% |
| Admin fee / account holder | $1,884 | $4,355-56.7% | $4,932-61.8% | $5,403-65.1% |