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 | $72,058 | $42,894+68.0% | $60,874+18.4% | $68,494+5.2% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.9pp |
| Annual return | -18.65% | -13.98%-4.7pp | 16.90%-35.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,518 | $1,978+128.4% | $2,701+67.3% | $2,596+74.0% |
| Participant deferral / active EE | $3,279 | $2,867+14.4% | $3,817-14.1% | $4,027-18.6% |
| Admin fee / account holder | $5,679 | $3,101+83.2% | $3,224+76.1% | $5,403+5.1% |