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 8-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 | $52,908 | $73,004-27.5% | $90,749-41.7% | $68,494-22.8% |
| Participation rate | 93.6% | 70.8%+22.8pp | 75.7%+17.9pp | 67.9%+25.7pp |
| Annual return | -13.52% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,122 | $2,193-3.2% | $2,921-27.3% | $2,596-18.3% |
| Participant deferral / active EE | $4,823 | $3,627+33.0% | $4,564+5.7% | $4,027+19.8% |
| Admin fee / account holder | $6,449 | $5,896+9.4% | $8,445-23.6% | $5,403+19.4% |