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 | $66,632 | $73,867-9.8% | $143,757-53.6% | $68,494-2.7% |
| Participation rate | 96.9% | 66.7%+30.3pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -10.81% | 1.01%-11.8pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,441 | $3,184+39.5% | $4,951-10.3% | $2,596+71.0% |
| Participant deferral / active EE | $3,325 | $3,384-1.7% | $5,637-41.0% | $4,027-17.4% |
| Admin fee / account holder | $5,915 | $5,755+2.8% | $14,673-59.7% | $5,403+9.5% |