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 8-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 | $57,146 | $48,265+18.4% | $68,791-16.9% | $68,494-16.6% |
| Participation rate | 90.6% | 60.7%+30.0pp | 69.0%+21.6pp | 67.9%+22.7pp |
| Annual return | -18.77% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,844 | $1,829+55.5% | $2,655+7.1% | $2,596+9.6% |
| Participant deferral / active EE | $5,712 | $2,867+99.3% | $3,941+44.9% | $4,027+41.8% |
| Admin fee / account holder | $2,558 | $4,355-41.3% | $4,932-48.1% | $5,403-52.6% |