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 | $69,189 | $45,863+50.9% | $77,024-10.2% | $68,494+1.0% |
| Participation rate | 85.0% | 55.9%+29.1pp | 67.9%+17.1pp | 67.9%+17.1pp |
| Annual return | -16.72% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $799 | $1,650-51.6% | $2,812-71.6% | $2,596-69.2% |
| Participant deferral / active EE | $3,536 | $2,962+19.4% | $4,426-20.1% | $4,027-12.2% |
| Admin fee / account holder | $2,323 | $3,041-23.6% | $5,425-57.2% | $5,403-57.0% |