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 | $64,828 | $59,805+8.4% | $79,550-18.5% | $68,494-5.4% |
| Participation rate | 76.3% | 61.1%+15.3pp | 69.5%+6.8pp | 67.9%+8.4pp |
| Annual return | -13.66% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,723 | $1,505+14.5% | $2,413-28.6% | $2,596-33.6% |
| Participant deferral / active EE | $3,423 | $3,024+13.2% | $3,985-14.1% | $4,027-15.0% |
| Admin fee / account holder | $1,624 | $4,835-66.4% | $6,832-76.2% | $5,403-69.9% |