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 | $67,706 | $110,094-38.5% | $151,611-55.3% | $68,494-1.2% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -16.74% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,386 | $4,471-46.6% | $6,166-61.3% | $2,596-8.1% |
| Participant deferral / active EE | $5,134 | $6,527-21.3% | $8,363-38.6% | $4,027+27.5% |
| Admin fee / account holder | $3,658 | $7,719-52.6% | $11,616-68.5% | $5,403-32.3% |