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 | $68,760 | $42,894+60.3% | $60,874+13.0% | $68,494+0.4% |
| Participation rate | 91.9% | 66.8%+25.1pp | 73.1%+18.8pp | 67.9%+24.0pp |
| Annual return | -16.39% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,684 | $1,978+86.2% | $2,701+36.4% | $2,596+41.9% |
| Participant deferral / active EE | $5,774 | $2,867+101.4% | $3,817+51.3% | $4,027+43.4% |
| Admin fee / account holder | $9,325 | $3,101+200.8% | $3,224+189.2% | $5,403+72.6% |