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 | $66,458 | $72,404-8.2% | $110,238-39.7% | $64,186+3.5% |
| Participation rate | 89.2% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | -5.01% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,091 | $2,282-8.4% | $3,826-45.4% | $2,381-12.2% |
| Participant deferral / active EE | $7,560 | $3,469+117.9% | $4,672+61.8% | $3,470+117.9% |
| Admin fee / account holder | $12,225 | $5,664+115.8% | $8,547+43.0% | $4,888+150.1% |