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 | $75,545 | $71,883+5.1% | $86,677-12.8% | $68,494+10.3% |
| Participation rate | 96.6% | 72.2%+24.4pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -10.57% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,096 | $2,173-3.6% | $2,836-26.1% | $2,596-19.3% |
| Participant deferral / active EE | $4,920 | $3,779+30.2% | $4,656+5.7% | $4,027+22.2% |
| Admin fee / account holder | $5,032 | $6,112-17.7% | $7,493-32.9% | $5,403-6.9% |