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 | $75,266 | $73,004+3.1% | $90,749-17.1% | $68,494+9.9% |
| Participation rate | 84.8% | 70.8%+13.9pp | 75.7%+9.1pp | 67.9%+16.9pp |
| Annual return | -17.71% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,481 | $2,193+13.1% | $2,921-15.1% | $2,596-4.4% |
| Participant deferral / active EE | $4,994 | $3,627+37.7% | $4,564+9.4% | $4,027+24.0% |
| Admin fee / account holder | $2,336 | $5,896-60.4% | $8,445-72.3% | $5,403-56.8% |