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 | $58,400 | $64,707-9.7% | $112,228-48.0% | $68,494-14.7% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,092 | $2,746+12.6% | $3,635-14.9% | $2,596+19.1% |
| Participant deferral / active EE | $7,034 | $3,565+97.3% | $4,728+48.8% | $4,027+74.7% |
| Admin fee / account holder | $2,919 | $5,232-44.2% | $6,410-54.5% | $5,403-46.0% |