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 | $57,249 | $71,883-20.4% | $86,677-34.0% | $68,494-16.4% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -14.76% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,644 | $2,173-24.3% | $2,836-42.0% | $2,596-36.7% |
| Participant deferral / active EE | $4,571 | $3,779+21.0% | $4,656-1.8% | $4,027+13.5% |
| Admin fee / account holder | $1,839 | $6,112-69.9% | $7,493-75.5% | $5,403-66.0% |