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 | $63,718 | $71,883-11.4% | $86,677-26.5% | $68,494-7.0% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -16.27% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,761 | $2,173-19.0% | $2,836-37.9% | $2,596-32.2% |
| Participant deferral / active EE | $4,412 | $3,779+16.8% | $4,656-5.2% | $4,027+9.6% |
| Admin fee / account holder | $10,026 | $6,112+64.1% | $7,493+33.8% | $5,403+85.6% |