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 | $58,807 | $71,883-18.2% | $86,677-32.2% | $68,494-14.1% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -15.62% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,230 | $2,173+2.6% | $2,836-21.4% | $2,596-14.1% |
| Participant deferral / active EE | $3,938 | $3,779+4.2% | $4,656-15.4% | $4,027-2.2% |
| Admin fee / account holder | $927 | $6,112-84.8% | $7,493-87.6% | $5,403-82.8% |