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 | $65,311 | $73,867-11.6% | $143,757-54.6% | $68,494-4.6% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -11.06% | 1.01%-12.1pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,369 | $3,184-57.0% | $4,951-72.4% | $2,596-47.3% |
| Participant deferral / active EE | $3,433 | $3,384+1.4% | $5,637-39.1% | $4,027-14.8% |
| Admin fee / account holder | $1,759 | $5,755-69.4% | $14,673-88.0% | $5,403-67.4% |