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 | $64,721 | $48,265+34.1% | $68,791-5.9% | $68,494-5.5% |
| Participation rate | 76.7% | 60.7%+16.0pp | 69.0%+7.6pp | 67.9%+8.8pp |
| Annual return | -5.67% | -12.71%+7.0pp | -6.38%+0.7pp | -7.84%+2.2pp |
| Employer contribution / active EE | $445 | $1,829-75.6% | $2,655-83.2% | $2,596-82.8% |
| Participant deferral / active EE | $4,221 | $2,867+47.2% | $3,941+7.1% | $4,027+4.8% |
| Admin fee / account holder | $1,031 | $4,355-76.3% | $4,932-79.1% | $5,403-80.9% |