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 | $62,054 | $73,004-15.0% | $90,749-31.6% | $68,494-9.4% |
| Participation rate | 84.0% | 70.8%+13.2pp | 75.7%+8.3pp | 67.9%+16.1pp |
| Annual return | 8.25% | -13.81%+22.1pp | -12.16%+20.4pp | -7.84%+16.1pp |
| Employer contribution / active EE | $6,387 | $2,193+191.3% | $2,921+118.7% | $2,596+146.0% |
| Participant deferral / active EE | $15,085 | $3,627+316.0% | $4,564+230.5% | $4,027+274.6% |
| Admin fee / account holder | $3,024 | $5,896-48.7% | $8,445-64.2% | $5,403-44.0% |