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 | $58,673 | $94,529-37.9% | $140,016-58.1% | $64,186-8.6% |
| Participation rate | 89.1% | 84.1%+5.0pp | 87.5%+1.6pp | 69.6%+19.6pp |
| Annual return | -6.58% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,825 | $3,812-52.1% | $5,606-67.4% | $2,381-23.3% |
| Participant deferral / active EE | $3,518 | $5,250-33.0% | $6,927-49.2% | $3,470+1.4% |
| Admin fee / account holder | $3,141 | $6,741-53.4% | $10,705-70.7% | $4,888-35.7% |