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 | $59,900 | $71,883-16.7% | $86,677-30.9% | $68,494-12.5% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,202 | $2,173+47.4% | $2,836+12.9% | $2,596+23.3% |
| Participant deferral / active EE | $7,367 | $3,779+95.0% | $4,656+58.2% | $4,027+82.9% |
| Admin fee / account holder | $8,406 | $6,112+37.5% | $7,493+12.2% | $5,403+55.6% |