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 | $64,001 | $42,383+51.0% | $76,523-16.4% | $64,186-0.3% |
| Participation rate | 92.0% | 58.1%+33.9pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | -6.02% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,875 | $1,563+19.9% | $2,647-29.2% | $2,381-21.3% |
| Participant deferral / active EE | $7,592 | $2,566+195.8% | $3,835+97.9% | $3,470+118.8% |
| Admin fee / account holder | $1,774 | $3,198-44.5% | $4,848-63.4% | $4,888-63.7% |