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 | $70,695 | $64,707+9.3% | $112,228-37.0% | $68,494+3.2% |
| Participation rate | 94.5% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.7pp |
| Annual return | -17.64% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,289 | $2,746-16.6% | $3,635-37.0% | $2,596-11.8% |
| Participant deferral / active EE | $5,520 | $3,565+54.9% | $4,728+16.8% | $4,027+37.1% |
| Admin fee / account holder | $12,419 | $5,232+137.4% | $6,410+93.7% | $5,403+129.9% |