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 | $64,506 | $53,162+21.3% | $91,220-29.3% | $68,494-5.8% |
| Participation rate | 80.6% | 63.2%+17.3pp | 73.2%+7.4pp | 67.9%+12.7pp |
| Annual return | -13.74% | -3.14%-10.6pp | 114.01%-127.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,840 | $1,709+7.7% | $2,850-35.4% | $2,596-29.1% |
| Participant deferral / active EE | $2,913 | $2,974-2.1% | $4,234-31.2% | $4,027-27.7% |
| Admin fee / account holder | $4,138 | $4,493-7.9% | $5,420-23.6% | $5,403-23.4% |