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 | $63,553 | $71,883-11.6% | $86,677-26.7% | $68,494-7.2% |
| Participation rate | 98.5% | 72.2%+26.2pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -15.56% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,751 | $2,173+26.6% | $2,836-3.0% | $2,596+6.0% |
| Participant deferral / active EE | $4,012 | $3,779+6.2% | $4,656-13.8% | $4,027-0.4% |
| Admin fee / account holder | $5,802 | $6,112-5.1% | $7,493-22.6% | $5,403+7.4% |