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 | $55,240 | $79,633-30.6% | $93,789-41.1% | $68,494-19.4% |
| Participation rate | 93.9% | 75.4%+18.6pp | 81.0%+13.0pp | 67.9%+26.1pp |
| Annual return | -14.39% | -0.10%-14.3pp | -11.33%-3.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,510 | $3,665-31.5% | $4,323-41.9% | $2,596-3.3% |
| Participant deferral / active EE | $2,489 | $5,158-51.7% | $6,094-59.2% | $4,027-38.2% |
| Admin fee / account holder | $9,616 | $6,871+39.9% | $7,195+33.7% | $5,403+78.0% |