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 | $64,537 | $71,883-10.2% | $86,677-25.5% | $68,494-5.8% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -15.69% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,786 | $2,173-17.8% | $2,836-37.0% | $2,596-31.2% |
| Participant deferral / active EE | $4,079 | $3,779+7.9% | $4,656-12.4% | $4,027+1.3% |
| Admin fee / account holder | $1,379 | $6,112-77.4% | $7,493-81.6% | $5,403-74.5% |