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 | $58,114 | $64,707-10.2% | $112,228-48.2% | $68,494-15.2% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -17.20% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,699 | $2,746+71.1% | $3,635+29.3% | $2,596+81.0% |
| Participant deferral / active EE | $8,425 | $3,565+136.3% | $4,728+78.2% | $4,027+109.2% |
| Admin fee / account holder | $876 | $5,232-83.3% | $6,410-86.3% | $5,403-83.8% |