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 | $53,704 | $71,883-25.3% | $86,677-38.0% | $68,494-21.6% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -16.15% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,048 | $2,173+40.3% | $2,836+7.4% | $2,596+17.4% |
| Participant deferral / active EE | $6,711 | $3,779+77.6% | $4,656+44.1% | $4,027+66.6% |
| Admin fee / account holder | $1,523 | $6,112-75.1% | $7,493-79.7% | $5,403-71.8% |