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 | $55,459 | $71,883-22.8% | $86,677-36.0% | $68,494-19.0% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -18.41% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,271 | $2,173+4.5% | $2,836-20.0% | $2,596-12.5% |
| Participant deferral / active EE | $5,898 | $3,779+56.1% | $4,656+26.7% | $4,027+46.5% |
| Admin fee / account holder | $2,188 | $6,112-64.2% | $7,493-70.8% | $5,403-59.5% |