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 | $61,452 | $73,004-15.8% | $90,749-32.3% | $68,494-10.3% |
| Participation rate | 84.4% | 70.8%+13.5pp | 75.7%+8.7pp | 67.9%+16.5pp |
| Annual return | -13.87% | -13.81%-0.1pp | -12.16%-1.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $957 | $2,193-56.4% | $2,921-67.2% | $2,596-63.1% |
| Participant deferral / active EE | $2,784 | $3,627-23.2% | $4,564-39.0% | $4,027-30.9% |
| Admin fee / account holder | $7,136 | $5,896+21.0% | $8,445-15.5% | $5,403+32.1% |