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 | $64,721 | $64,7070% | $112,228-42.3% | $68,494-5.5% |
| Participation rate | 82.6% | 67.2%+15.5pp | 75.1%+7.5pp | 67.9%+14.7pp |
| Annual return | -16.82% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,543 | $2,746-7.4% | $3,635-30.0% | $2,596-2.1% |
| Participant deferral / active EE | $6,704 | $3,565+88.1% | $4,728+41.8% | $4,027+66.5% |
| Admin fee / account holder | $18,433 | $5,232+252.3% | $6,410+187.6% | $5,403+241.2% |