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 | $72,393 | $42,894+68.8% | $60,874+18.9% | $68,494+5.7% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | -13.53% | -13.98%+0.5pp | 16.90%-30.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,810 | $1,978+193.7% | $2,701+115.1% | $2,596+123.8% |
| Participant deferral / active EE | $5,187 | $2,867+80.9% | $3,817+35.9% | $4,027+28.8% |
| Admin fee / account holder | $4,002 | $3,101+29.1% | $3,224+24.1% | $5,403-25.9% |