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 | $54,027 | $71,883-24.8% | $86,677-37.7% | $68,494-21.1% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -17.47% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $949 | $2,173-56.3% | $2,836-66.5% | $2,596-63.4% |
| Participant deferral / active EE | $2,879 | $3,779-23.8% | $4,656-38.2% | $4,027-28.5% |
| Admin fee / account holder | $6,582 | $6,112+7.7% | $7,493-12.2% | $5,403+21.8% |