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 | $56,140 | $59,805-6.1% | $79,550-29.4% | $68,494-18.0% |
| Participation rate | 96.5% | 61.1%+35.4pp | 69.5%+27.0pp | 67.9%+28.6pp |
| Annual return | -12.58% | -12.30%-0.3pp | 0.16%-12.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,870 | $1,505+90.7% | $2,413+18.9% | $2,596+10.5% |
| Participant deferral / active EE | $3,466 | $3,024+14.6% | $3,985-13.0% | $4,027-13.9% |
| Admin fee / account holder | $6,008 | $4,835+24.3% | $6,832-12.1% | $5,403+11.2% |