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 | $66,269 | $45,863+44.5% | $77,024-14.0% | $68,494-3.2% |
| Participation rate | 83.1% | 55.9%+27.1pp | 67.9%+15.1pp | 67.9%+15.2pp |
| Annual return | -18.69% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,430 | $1,650+47.3% | $2,812-13.6% | $2,596-6.4% |
| Participant deferral / active EE | $3,812 | $2,962+28.7% | $4,426-13.9% | $4,027-5.3% |
| Admin fee / account holder | $524 | $3,041-82.8% | $5,425-90.3% | $5,403-90.3% |