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 | $67,057 | $71,883-6.7% | $86,677-22.6% | $68,494-2.1% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -8.24% | 3.52%-11.8pp | 35.91%-44.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,861 | $2,173-14.3% | $2,836-34.4% | $2,596-28.3% |
| Participant deferral / active EE | $3,244 | $3,779-14.2% | $4,656-30.3% | $4,027-19.5% |
| Admin fee / account holder | $6,218 | $6,112+1.7% | $7,493-17.0% | $5,403+15.1% |