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 | $62,528 | $69,010-9.4% | $159,960-60.9% | $68,494-8.7% |
| Participation rate | 80.9% | 65.4%+15.4pp | 78.0%+2.9pp | 67.9%+13.0pp |
| Annual return | -12.14% | -9.65%-2.5pp | 408.60%-420.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $827 | $2,213-62.7% | $4,226-80.4% | $2,596-68.2% |
| Participant deferral / active EE | $3,012 | $4,212-28.5% | $6,182-51.3% | $4,027-25.2% |
| Admin fee / account holder | $2,421 | $4,798-49.5% | $8,698-72.2% | $5,403-55.2% |