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 | $70,558 | $73,004-3.4% | $90,749-22.3% | $68,494+3.0% |
| Participation rate | 86.5% | 70.8%+15.7pp | 75.7%+10.8pp | 67.9%+18.6pp |
| Annual return | -12.33% | -13.81%+1.5pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,948 | $2,193+34.5% | $2,921+0.9% | $2,596+13.6% |
| Participant deferral / active EE | $4,658 | $3,627+28.4% | $4,564+2.1% | $4,027+15.7% |
| Admin fee / account holder | $12,424 | $5,896+110.7% | $8,445+47.1% | $5,403+130.0% |