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 | $53,989 | $64,707-16.6% | $112,228-51.9% | $68,494-21.2% |
| Participation rate | 70.4% | 67.2%+3.3pp | 75.1%-4.6pp | 67.9%+2.5pp |
| Annual return | -16.14% | -11.40%-4.7pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,287 | $2,746+19.7% | $3,635-9.5% | $2,596+26.6% |
| Participant deferral / active EE | $6,382 | $3,565+79.0% | $4,728+35.0% | $4,027+58.5% |
| Admin fee / account holder | $12,139 | $5,232+132.0% | $6,410+89.4% | $5,403+124.7% |