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 | $64,211 | $59,805+7.4% | $79,550-19.3% | $68,494-6.3% |
| Participation rate | 84.2% | 61.1%+23.1pp | 69.5%+14.7pp | 67.9%+16.3pp |
| Annual return | -11.82% | -12.30%+0.5pp | 0.16%-12.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $462 | $1,505-69.3% | $2,413-80.8% | $2,596-82.2% |
| Participant deferral / active EE | $4,944 | $3,024+63.5% | $3,985+24.1% | $4,027+22.8% |
| Admin fee / account holder | $7,806 | $4,835+61.4% | $6,832+14.2% | $5,403+44.5% |