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 | $59,379 | $71,883-17.4% | $86,677-31.5% | $68,494-13.3% |
| Participation rate | 96.5% | 72.2%+24.3pp | 76.6%+19.9pp | 67.9%+28.6pp |
| Annual return | -17.32% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $985 | $2,173-54.7% | $2,836-65.3% | $2,596-62.1% |
| Participant deferral / active EE | $2,539 | $3,779-32.8% | $4,656-45.5% | $4,027-37.0% |
| Admin fee / account holder | $13,977 | $6,112+128.7% | $7,493+86.5% | $5,403+158.7% |