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 | $56,404 | $71,883-21.5% | $86,677-34.9% | $68,494-17.7% |
| Participation rate | 75.6% | 72.2%+3.4pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -11.50% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,097 | $2,173+88.5% | $2,836+44.4% | $2,596+57.8% |
| Participant deferral / active EE | $3,424 | $3,779-9.4% | $4,656-26.5% | $4,027-15.0% |
| Admin fee / account holder | $1,734 | $6,112-71.6% | $7,493-76.9% | $5,403-67.9% |