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 | $46,379 | $59,805-22.4% | $79,550-41.7% | $68,494-32.3% |
| Participation rate | 76.3% | 61.1%+15.3pp | 69.5%+6.8pp | 67.9%+8.4pp |
| Annual return | -13.47% | -12.30%-1.2pp | 0.16%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,320 | $1,505+120.6% | $2,413+37.6% | $2,596+27.9% |
| Participant deferral / active EE | $6,559 | $3,024+116.9% | $3,985+64.6% | $4,027+62.9% |
| Admin fee / account holder | $4,549 | $4,835-5.9% | $6,832-33.4% | $5,403-15.8% |