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 | $61,072 | $71,883-15.0% | $86,677-29.5% | $68,494-10.8% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -14.50% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,695 | $2,173-22.0% | $2,836-40.2% | $2,596-34.7% |
| Participant deferral / active EE | $3,971 | $3,779+5.1% | $4,656-14.7% | $4,027-1.4% |
| Admin fee / account holder | $1,480 | $6,112-75.8% | $7,493-80.2% | $5,403-72.6% |