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 8-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 | $63,113 | $64,707-2.5% | $112,228-43.8% | $68,494-7.9% |
| Participation rate | 71.9% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.0pp |
| Annual return | -17.62% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,018 | $2,746-26.5% | $3,635-44.5% | $2,596-22.3% |
| Participant deferral / active EE | $3,389 | $3,565-4.9% | $4,728-28.3% | $4,027-15.9% |
| Admin fee / account holder | $6,464 | $5,232+23.5% | $6,410+0.8% | $5,403+19.6% |