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 7-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 | $59,415 | $67,214-11.6% | $61,491-3.4% | $134,475-55.8% |
| Participation rate | 94.7% | 83.7%+11.0pp | 79.3%+15.4pp | 81.2%+13.5pp |
| Annual return | -11.41% | -12.08%+0.7pp | -12.98%+1.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,727 | $4,974-45.2% | $4,246-35.8% | $4,740-42.5% |
| Participant deferral / active EE | $5,559 | $6,103-8.9% | $5,188+7.1% | $6,400-13.1% |
| Admin fee / account holder | $8,776 | $4,610+90.3% | $4,312+103.5% | $11,426-23.2% |