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 | $50,694 | $71,883-29.5% | $86,677-41.5% | $68,494-26.0% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -10.82% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,972 | $2,173+36.8% | $2,836+4.8% | $2,596+14.5% |
| Participant deferral / active EE | $5,158 | $3,779+36.5% | $4,656+10.8% | $4,027+28.1% |
| Admin fee / account holder | $32,493 | $6,112+431.6% | $7,493+333.6% | $5,403+501.4% |