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 | $60,367 | $71,883-16.0% | $86,677-30.4% | $68,494-11.9% |
| Participation rate | 89.8% | 72.2%+17.6pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -17.07% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,153 | $2,173-0.9% | $2,836-24.1% | $2,596-17.1% |
| Participant deferral / active EE | $3,503 | $3,779-7.3% | $4,656-24.8% | $4,027-13.0% |
| Admin fee / account holder | $1,017 | $6,112-83.4% | $7,493-86.4% | $5,403-81.2% |