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 3-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 | $58,877 | $53,162+10.8% | $91,220-35.5% | $68,494-14.0% |
| Participation rate | 83.7% | 63.2%+20.5pp | 73.2%+10.5pp | 67.9%+15.8pp |
| Annual return | -16.76% | -3.14%-13.6pp | 114.01%-130.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $752 | $1,709-56.0% | $2,850-73.6% | $2,596-71.0% |
| Participant deferral / active EE | $2,398 | $2,974-19.4% | $4,234-43.4% | $4,027-40.5% |
| Admin fee / account holder | $14,809 | $4,493+229.6% | $5,420+173.2% | $5,403+174.1% |