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 | $71,297 | $71,883-0.8% | $86,677-17.7% | $68,494+4.1% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -16.79% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $695 | $2,173-68.0% | $2,836-75.5% | $2,596-73.2% |
| Participant deferral / active EE | $3,255 | $3,779-13.9% | $4,656-30.1% | $4,027-19.2% |
| Admin fee / account holder | $2,141 | $6,112-65.0% | $7,493-71.4% | $5,403-60.4% |