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 | $62,518 | $71,883-13.0% | $86,677-27.9% | $68,494-8.7% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -18.03% | 3.52%-21.6pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,065 | $2,173-5.0% | $2,836-27.2% | $2,596-20.5% |
| Participant deferral / active EE | $5,214 | $3,779+38.0% | $4,656+12.0% | $4,027+29.5% |
| Admin fee / account holder | $17,593 | $6,112+187.8% | $7,493+134.8% | $5,403+225.6% |