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 | $61,569 | $81,900-24.8% | $119,609-48.5% | $68,494-10.1% |
| Participation rate | 85.1% | 71.9%+13.2pp | 79.3%+5.8pp | 67.9%+17.2pp |
| Annual return | -17.16% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,360 | $2,693-12.4% | $4,232-44.2% | $2,596-9.1% |
| Participant deferral / active EE | $2,439 | $4,148-41.2% | $5,602-56.5% | $4,027-39.4% |
| Admin fee / account holder | $2,567 | $6,582-61.0% | $10,323-75.1% | $5,403-52.5% |