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 | $64,847 | $142,344-54.4% | $119,609-45.8% | $134,475-51.8% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -15.33% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,016 | $5,222-42.2% | $4,232-28.7% | $4,740-36.4% |
| Participant deferral / active EE | $6,841 | $6,469+5.7% | $5,602+22.1% | $6,400+6.9% |
| Admin fee / account holder | $1,685 | $13,584-87.6% | $10,323-83.7% | $11,426-85.3% |