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 | $62,960 | $73,004-13.8% | $90,749-30.6% | $68,494-8.1% |
| Participation rate | 73.2% | 70.8%+2.3pp | 75.7%-2.5pp | 67.9%+5.3pp |
| Annual return | -8.81% | -13.81%+5.0pp | -12.16%+3.4pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,918 | $2,193-12.5% | $2,921-34.3% | $2,596-26.1% |
| Participant deferral / active EE | $3,714 | $3,627+2.4% | $4,564-18.6% | $4,027-7.8% |
| Admin fee / account holder | $7,269 | $5,896+23.3% | $8,445-13.9% | $5,403+34.5% |