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 | $66,490 | $110,094-39.6% | $151,611-56.1% | $68,494-2.9% |
| Participation rate | 86.8% | 84.0%+2.9pp | 87.5%-0.7pp | 67.9%+19.0pp |
| Annual return | -13.19% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,803 | $4,471-59.7% | $6,166-70.8% | $2,596-30.5% |
| Participant deferral / active EE | $3,956 | $6,527-39.4% | $8,363-52.7% | $4,027-1.8% |
| Admin fee / account holder | $4,518 | $7,719-41.5% | $11,616-61.1% | $5,403-16.4% |