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 | $55,820 | $71,883-22.3% | $86,677-35.6% | $68,494-18.5% |
| Participation rate | 71.7% | 72.2%-0.5pp | 76.6%-4.8pp | 67.9%+3.9pp |
| Annual return | -15.91% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,433 | $2,173+12.0% | $2,836-14.2% | $2,596-6.3% |
| Participant deferral / active EE | $5,152 | $3,779+36.3% | $4,656+10.7% | $4,027+27.9% |
| Admin fee / account holder | $3,848 | $6,112-37.0% | $7,493-48.6% | $5,403-28.8% |