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 | $60,908 | $110,094-44.7% | $151,611-59.8% | $68,494-11.1% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -14.44% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,277 | $4,471-49.1% | $6,166-63.1% | $2,596-12.3% |
| Participant deferral / active EE | $5,134 | $6,527-21.3% | $8,363-38.6% | $4,027+27.5% |
| Admin fee / account holder | $4,765 | $7,719-38.3% | $11,616-59.0% | $5,403-11.8% |