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 9-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 | $62,205 | $81,900-24.0% | $119,609-48.0% | $68,494-9.2% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -17.10% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,611 | $2,693+108.3% | $4,232+32.6% | $2,596+116.1% |
| Participant deferral / active EE | $6,065 | $4,148+46.2% | $5,602+8.3% | $4,027+50.6% |
| Admin fee / account holder | $2,899 | $6,582-55.9% | $10,323-71.9% | $5,403-46.3% |