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 | $58,150 | $71,883-19.1% | $86,677-32.9% | $68,494-15.1% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -16.75% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,064 | $2,173-51.1% | $2,836-62.5% | $2,596-59.0% |
| Participant deferral / active EE | $2,031 | $3,779-46.3% | $4,656-56.4% | $4,027-49.6% |
| Admin fee / account holder | $22,393 | $6,112+266.4% | $7,493+198.8% | $5,403+314.5% |