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 | $60,504 | $62,586-3.3% | $76,768-21.2% | $64,186-5.7% |
| Participation rate | 73.7% | 72.8%+0.9pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | -0.58% | -1.95%+1.4pp | 2.43%-3.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $4,705 | $1,832+156.9% | $2,485+89.3% | $2,381+97.6% |
| Participant deferral / active EE | $3,120 | $3,145-0.8% | $3,852-19.0% | $3,470-10.1% |
| Admin fee / account holder | $895 | $4,667-80.8% | $6,675-86.6% | $4,888-81.7% |