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 | $64,393 | $110,094-41.5% | $151,611-57.5% | $68,494-6.0% |
| Participation rate | 70.5% | 84.0%-13.4pp | 87.5%-17.0pp | 67.9%+2.6pp |
| Annual return | -12.81% | -10.12%-2.7pp | 3.33%-16.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,767 | $4,471-15.7% | $6,166-38.9% | $2,596+45.1% |
| Participant deferral / active EE | $5,645 | $6,527-13.5% | $8,363-32.5% | $4,027+40.2% |
| Admin fee / account holder | $5,126 | $7,719-33.6% | $11,616-55.9% | $5,403-5.1% |