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 | $62,287 | $73,004-14.7% | $90,749-31.4% | $68,494-9.1% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -14.18% | -13.81%-0.4pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,289 | $2,193+4.4% | $2,921-21.6% | $2,596-11.8% |
| Participant deferral / active EE | $5,622 | $3,627+55.0% | $4,564+23.2% | $4,027+39.6% |
| Admin fee / account holder | $7,388 | $5,896+25.3% | $8,445-12.5% | $5,403+36.7% |