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 | $62,962 | $73,867-14.8% | $143,757-56.2% | $68,494-8.1% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -14.35% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,245 | $3,184-60.9% | $4,951-74.9% | $2,596-52.1% |
| Participant deferral / active EE | $4,238 | $3,384+25.2% | $5,637-24.8% | $4,027+5.2% |
| Admin fee / account holder | $9,763 | $5,755+69.7% | $14,673-33.5% | $5,403+80.7% |