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 | $64,360 | $73,004-11.8% | $90,749-29.1% | $68,494-6.0% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -15.12% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,411 | $2,193-35.7% | $2,921-51.7% | $2,596-45.7% |
| Participant deferral / active EE | $3,365 | $3,627-7.2% | $4,564-26.3% | $4,027-16.4% |
| Admin fee / account holder | $9,409 | $5,896+59.6% | $8,445+11.4% | $5,403+74.1% |