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 | $60,378 | $59,805+1.0% | $79,550-24.1% | $68,494-11.8% |
| Participation rate | 93.0% | 61.1%+32.0pp | 69.5%+23.5pp | 67.9%+25.1pp |
| Annual return | -17.01% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,328 | $1,505-11.8% | $2,413-45.0% | $2,596-48.9% |
| Participant deferral / active EE | $3,983 | $3,024+31.7% | $3,985-0.1% | $4,027-1.1% |
| Admin fee / account holder | $4,642 | $4,835-4.0% | $6,832-32.1% | $5,403-14.1% |