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 | $72,312 | $81,900-11.7% | $119,609-39.5% | $68,494+5.6% |
| Participation rate | 89.6% | 71.9%+17.7pp | 79.3%+10.3pp | 67.9%+21.7pp |
| Annual return | -16.97% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,493 | $2,693-7.4% | $4,232-41.1% | $2,596-4.0% |
| Participant deferral / active EE | $5,082 | $4,148+22.5% | $5,602-9.3% | $4,027+26.2% |
| Admin fee / account holder | $3,598 | $6,582-45.3% | $10,323-65.1% | $5,403-33.4% |