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 | $63,013 | $45,863+37.4% | $77,024-18.2% | $68,494-8.0% |
| Participation rate | 87.5% | 55.9%+31.6pp | 67.9%+19.6pp | 67.9%+19.6pp |
| Annual return | -16.48% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,000 | $1,650+21.2% | $2,812-28.9% | $2,596-23.0% |
| Participant deferral / active EE | $3,965 | $2,962+33.9% | $4,426-10.4% | $4,027-1.5% |
| Admin fee / account holder | $811 | $3,041-73.3% | $5,425-85.0% | $5,403-85.0% |