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 | $67,627 | $81,900-17.4% | $119,609-43.5% | $68,494-1.3% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -17.87% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,111 | $2,693+52.6% | $4,232-2.9% | $2,596+58.3% |
| Participant deferral / active EE | $7,328 | $4,148+76.7% | $5,602+30.8% | $4,027+82.0% |
| Admin fee / account holder | $4,419 | $6,582-32.9% | $10,323-57.2% | $5,403-18.2% |