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 | $67,398 | $81,900-17.7% | $119,609-43.7% | $68,494-1.6% |
| Participation rate | 94.0% | 71.9%+22.1pp | 79.3%+14.7pp | 67.9%+26.1pp |
| Annual return | -17.61% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,900 | $2,693+44.8% | $4,232-7.9% | $2,596+50.2% |
| Participant deferral / active EE | $6,998 | $4,148+68.7% | $5,602+24.9% | $4,027+73.8% |
| Admin fee / account holder | $3,403 | $6,582-48.3% | $10,323-67.0% | $5,403-37.0% |