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 | $66,841 | $71,883-7.0% | $86,677-22.9% | $68,494-2.4% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -18.34% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $649 | $2,173-70.1% | $2,836-77.1% | $2,596-75.0% |
| Participant deferral / active EE | $6,455 | $3,779+70.8% | $4,656+38.7% | $4,027+60.3% |
| Admin fee / account holder | $3,747 | $6,112-38.7% | $7,493-50.0% | $5,403-30.6% |