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 | $55,236 | $71,883-23.2% | $86,677-36.3% | $68,494-19.4% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -16.28% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,007 | $2,173-7.6% | $2,836-29.2% | $2,596-22.7% |
| Participant deferral / active EE | $3,140 | $3,779-16.9% | $4,656-32.6% | $4,027-22.0% |
| Admin fee / account holder | $4,897 | $6,112-19.9% | $7,493-34.7% | $5,403-9.4% |