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 | $57,782 | $81,900-29.4% | $119,609-51.7% | $68,494-15.6% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -15.20% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,452 | $2,693-9.0% | $4,232-42.1% | $2,596-5.6% |
| Participant deferral / active EE | $2,233 | $4,148-46.2% | $5,602-60.1% | $4,027-44.5% |
| Admin fee / account holder | $6,854 | $6,582+4.1% | $10,323-33.6% | $5,403+26.9% |