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 | $64,409 | $71,883-10.4% | $86,677-25.7% | $68,494-6.0% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -15.79% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,870 | $2,173+32.1% | $2,836+1.2% | $2,596+10.5% |
| Participant deferral / active EE | $6,783 | $3,779+79.5% | $4,656+45.7% | $4,027+68.4% |
| Admin fee / account holder | $1,388 | $6,112-77.3% | $7,493-81.5% | $5,403-74.3% |