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 | $56,074 | $73,004-23.2% | $90,749-38.2% | $68,494-18.1% |
| Participation rate | 82.5% | 70.8%+11.7pp | 75.7%+6.8pp | 67.9%+14.6pp |
| Annual return | -17.15% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,744 | $2,193-20.5% | $2,921-40.3% | $2,596-32.8% |
| Participant deferral / active EE | $2,210 | $3,627-39.1% | $4,564-51.6% | $4,027-45.1% |
| Admin fee / account holder | $15,862 | $5,896+169.0% | $8,445+87.8% | $5,403+193.6% |