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 | $59,322 | $65,703-9.7% | $94,224-37.0% | $59,632-0.5% |
| Participation rate | 71.4% | 72.1%-0.7pp | 78.8%-7.3pp | 68.7%+2.8pp |
| Annual return | -2.26% | 5.22%-7.5pp | 10.68%-12.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,881 | $2,021+42.6% | $3,587-19.7% | $2,203+30.8% |
| Participant deferral / active EE | $3,968 | $3,143+26.2% | $4,320-8.2% | $3,192+24.3% |
| Admin fee / account holder | $5,279 | $4,264+23.8% | $6,269-15.8% | $4,297+22.9% |