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 | $63,997 | $110,094-41.9% | $151,611-57.8% | $68,494-6.6% |
| Participation rate | 73.1% | 84.0%-10.9pp | 87.5%-14.4pp | 67.9%+5.2pp |
| Annual return | -17.70% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,769 | $4,471-38.1% | $6,166-55.1% | $2,596+6.6% |
| Participant deferral / active EE | $5,042 | $6,527-22.8% | $8,363-39.7% | $4,027+25.2% |
| Admin fee / account holder | $952 | $7,719-87.7% | $11,616-91.8% | $5,403-82.4% |