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 | $62,411 | $81,900-23.8% | $119,609-47.8% | $68,494-8.9% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -15.70% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,837 | $2,693-31.8% | $4,232-56.6% | $2,596-29.2% |
| Participant deferral / active EE | $4,618 | $4,148+11.3% | $5,602-17.6% | $4,027+14.7% |
| Admin fee / account holder | $5,614 | $6,582-14.7% | $10,323-45.6% | $5,403+3.9% |