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 | $63,839 | $81,900-22.1% | $119,609-46.6% | $68,494-6.8% |
| Participation rate | 79.1% | 71.9%+7.2pp | 79.3%-0.2pp | 67.9%+11.2pp |
| Annual return | -12.58% | -23.82%+11.2pp | -14.97%+2.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,688 | $2,693+36.9% | $4,232-12.8% | $2,596+42.1% |
| Participant deferral / active EE | $8,272 | $4,148+99.4% | $5,602+47.7% | $4,027+105.4% |
| Admin fee / account holder | $7,862 | $6,582+19.4% | $10,323-23.8% | $5,403+45.5% |