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 | $50,141 | $71,883-30.2% | $86,677-42.2% | $68,494-26.8% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -8.44% | 3.52%-12.0pp | 35.91%-44.3pp | -7.84%-0.6pp |
| Employer contribution / active EE | $4,021 | $2,173+85.0% | $2,836+41.8% | $2,596+54.9% |
| Participant deferral / active EE | $7,947 | $3,779+110.3% | $4,656+70.7% | $4,027+97.3% |
| Admin fee / account holder | $33,718 | $6,112+451.7% | $7,493+350.0% | $5,403+524.1% |