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 | $66,890 | $71,883-6.9% | $86,677-22.8% | $68,494-2.3% |
| Participation rate | 70.2% | 72.2%-2.1pp | 76.6%-6.4pp | 67.9%+2.3pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,776 | $2,173+27.8% | $2,836-2.1% | $2,596+6.9% |
| Participant deferral / active EE | $3,805 | $3,779+0.7% | $4,656-18.3% | $4,027-5.5% |
| Admin fee / account holder | $2,897 | $6,112-52.6% | $7,493-61.3% | $5,403-46.4% |