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 | $57,278 | $71,883-20.3% | $86,677-33.9% | $68,494-16.4% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -13.17% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $683 | $2,173-68.6% | $2,836-75.9% | $2,596-73.7% |
| Participant deferral / active EE | $3,564 | $3,779-5.7% | $4,656-23.4% | $4,027-11.5% |
| Admin fee / account holder | $6,045 | $6,112-1.1% | $7,493-19.3% | $5,403+11.9% |