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 | $55,698 | $81,900-32.0% | $119,609-53.4% | $68,494-18.7% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -13.36% | -23.82%+10.5pp | -14.97%+1.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,797 | $2,693+3.8% | $4,232-33.9% | $2,596+7.7% |
| Participant deferral / active EE | $5,194 | $4,148+25.2% | $5,602-7.3% | $4,027+29.0% |
| Admin fee / account holder | $9,511 | $6,582+44.5% | $10,323-7.9% | $5,403+76.0% |