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 | $59,175 | $67,411-12.2% | $91,001-35.0% | $70,131-15.6% |
| Participation rate | 80.5% | 71.4%+9.1pp | 75.6%+4.9pp | 69.5%+10.9pp |
| Annual return | 13.40% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,782 | $1,786-0.2% | $2,456-27.4% | $2,342-23.9% |
| Participant deferral / active EE | $4,220 | $2,823+49.5% | $3,547+19.0% | $3,332+26.7% |
| Admin fee / account holder | $1,142 | $4,236-73.0% | $5,417-78.9% | $4,645-75.4% |