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 | $60,769 | $73,004-16.8% | $90,749-33.0% | $68,494-11.3% |
| Participation rate | 87.9% | 70.8%+17.1pp | 75.7%+12.2pp | 67.9%+20.0pp |
| Annual return | -15.14% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,600 | $2,193+18.6% | $2,921-11.0% | $2,596+0.2% |
| Participant deferral / active EE | $5,793 | $3,627+59.7% | $4,564+26.9% | $4,027+43.9% |
| Admin fee / account holder | $5,787 | $5,896-1.8% | $8,445-31.5% | $5,403+7.1% |