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 | $66,020 | $71,883-8.2% | $86,677-23.8% | $68,494-3.6% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -9.82% | 3.52%-13.3pp | 35.91%-45.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,152 | $2,173-1.0% | $2,836-24.1% | $2,596-17.1% |
| Participant deferral / active EE | $3,728 | $3,779-1.3% | $4,656-19.9% | $4,027-7.4% |
| Admin fee / account holder | $5,417 | $6,112-11.4% | $7,493-27.7% | $5,403+0.3% |