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 | $70,873 | $52,681+34.5% | $75,781-6.5% | $59,632+18.9% |
| Participation rate | 82.8% | 67.2%+15.5pp | 75.8%+6.9pp | 68.7%+14.1pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $978 | $2,193-55.4% | $3,323-70.6% | $2,203-55.6% |
| Participant deferral / active EE | $2,076 | $2,591-19.9% | $3,651-43.1% | $3,192-34.9% |
| Admin fee / account holder | $1,076 | $3,610-70.2% | $5,299-79.7% | $4,297-75.0% |