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 | $68,595 | $71,883-4.6% | $86,677-20.9% | $68,494+0.1% |
| Participation rate | 83.6% | 72.2%+11.4pp | 76.6%+7.0pp | 67.9%+15.7pp |
| Annual return | -15.00% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $984 | $2,173-54.7% | $2,836-65.3% | $2,596-62.1% |
| Participant deferral / active EE | $5,187 | $3,779+37.3% | $4,656+11.4% | $4,027+28.8% |
| Admin fee / account holder | $11,425 | $6,112+86.9% | $7,493+52.5% | $5,403+111.5% |