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 | $66,538 | $56,484+17.8% | $169,463-60.7% | $64,186+3.7% |
| Participation rate | 85.0% | 64.5%+20.5pp | 77.8%+7.2pp | 69.6%+15.4pp |
| Annual return | -3.62% | -1.55%-2.1pp | 1.83%-5.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,232 | $1,832+21.8% | $4,159-46.3% | $2,381-6.2% |
| Participant deferral / active EE | $4,801 | $3,448+39.3% | $5,277-9.0% | $3,470+38.4% |
| Admin fee / account holder | $12,740 | $4,174+205.2% | $9,109+39.9% | $4,888+160.6% |