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 | $53,614 | $110,094-51.3% | $151,611-64.6% | $68,494-21.7% |
| Participation rate | 89.3% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -12.81% | -10.12%-2.7pp | 3.33%-16.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,083 | $4,471-31.0% | $6,166-50.0% | $2,596+18.8% |
| Participant deferral / active EE | $8,369 | $6,527+28.2% | $8,363+0.1% | $4,027+107.8% |
| Admin fee / account holder | $2,297 | $7,719-70.2% | $11,616-80.2% | $5,403-57.5% |