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 | $65,671 | $42,894+53.1% | $60,874+7.9% | $68,494-4.1% |
| Participation rate | 88.5% | 66.8%+21.7pp | 73.1%+15.4pp | 67.9%+20.6pp |
| Annual return | -15.81% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,926 | $1,978-2.6% | $2,701-28.7% | $2,596-25.8% |
| Participant deferral / active EE | $6,538 | $2,867+128.1% | $3,817+71.3% | $4,027+62.3% |
| Admin fee / account holder | $465 | $3,101-85.0% | $3,224-85.6% | $5,403-91.4% |