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 | $65,681 | $53,162+23.5% | $91,220-28.0% | $68,494-4.1% |
| Participation rate | 78.3% | 63.2%+15.1pp | 73.2%+5.1pp | 67.9%+10.4pp |
| Annual return | -15.90% | -3.14%-12.8pp | 114.01%-129.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $617 | $1,709-63.9% | $2,850-78.4% | $2,596-76.2% |
| Participant deferral / active EE | $3,980 | $2,974+33.8% | $4,234-6.0% | $4,027-1.2% |
| Admin fee / account holder | $10,529 | $4,493+134.3% | $5,420+94.3% | $5,403+94.9% |