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 | $67,457 | $42,894+57.3% | $60,874+10.8% | $68,494-1.5% |
| Participation rate | 98.7% | 66.8%+31.9pp | 73.1%+25.6pp | 67.9%+30.8pp |
| Annual return | -14.22% | -13.98%-0.2pp | 16.90%-31.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,116 | $1,978+7.0% | $2,701-21.7% | $2,596-18.5% |
| Participant deferral / active EE | $2,911 | $2,867+1.5% | $3,817-23.7% | $4,027-27.7% |
| Admin fee / account holder | $558 | $3,101-82.0% | $3,224-82.7% | $5,403-89.7% |