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 | $70,134 | $71,883-2.4% | $86,677-19.1% | $68,494+2.4% |
| Participation rate | 78.3% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.4pp |
| Annual return | -10.88% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,031 | $2,173-52.6% | $2,836-63.7% | $2,596-60.3% |
| Participant deferral / active EE | $2,823 | $3,779-25.3% | $4,656-39.4% | $4,027-29.9% |
| Admin fee / account holder | $7,857 | $6,112+28.6% | $7,493+4.9% | $5,403+45.4% |