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 | $59,083 | $73,867-20.0% | $143,757-58.9% | $68,494-13.7% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,726 | $3,184+17.0% | $4,951-24.7% | $2,596+43.5% |
| Participant deferral / active EE | $3,824 | $3,384+13.0% | $5,637-32.2% | $4,027-5.0% |
| Admin fee / account holder | $1,698 | $5,755-70.5% | $14,673-88.4% | $5,403-68.6% |