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 | $63,275 | $73,867-14.3% | $143,757-56.0% | $68,494-7.6% |
| Participation rate | 71.6% | 66.7%+5.0pp | 80.3%-8.7pp | 67.9%+3.8pp |
| Annual return | -17.42% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,866 | $3,184-41.4% | $4,951-62.3% | $2,596-28.1% |
| Participant deferral / active EE | $4,279 | $3,384+26.4% | $5,637-24.1% | $4,027+6.3% |
| Admin fee / account holder | $3,812 | $5,755-33.8% | $14,673-74.0% | $5,403-29.4% |