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 | $71,116 | $71,883-1.1% | $86,677-18.0% | $68,494+3.8% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -16.54% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,206 | $2,173+1.5% | $2,836-22.2% | $2,596-15.0% |
| Participant deferral / active EE | $5,738 | $3,779+51.9% | $4,656+23.3% | $4,027+42.5% |
| Admin fee / account holder | $3,938 | $6,112-35.6% | $7,493-47.4% | $5,403-27.1% |