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 | $55,271 | $48,265+14.5% | $68,791-19.7% | $68,494-19.3% |
| Participation rate | 84.6% | 60.7%+23.9pp | 69.0%+15.6pp | 67.9%+16.7pp |
| Annual return | -13.74% | -12.71%-1.0pp | -6.38%-7.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,918 | $1,829+4.9% | $2,655-27.8% | $2,596-26.1% |
| Participant deferral / active EE | $3,067 | $2,867+7.0% | $3,941-22.2% | $4,027-23.9% |
| Admin fee / account holder | $1,151 | $4,355-73.6% | $4,932-76.7% | $5,403-78.7% |