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 | $67,119 | $53,162+26.3% | $91,220-26.4% | $68,494-2.0% |
| Participation rate | 87.5% | 63.2%+24.3pp | 73.2%+14.3pp | 67.9%+19.6pp |
| Annual return | -14.54% | -3.14%-11.4pp | 114.01%-128.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $868 | $1,709-49.2% | $2,850-69.5% | $2,596-66.6% |
| Participant deferral / active EE | $7,093 | $2,974+138.5% | $4,234+67.5% | $4,027+76.1% |
| Admin fee / account holder | $1,956 | $4,493-56.5% | $5,420-63.9% | $5,403-63.8% |