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 | $52,565 | $71,883-26.9% | $86,677-39.4% | $68,494-23.3% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.6pp | 67.9%+16.2pp |
| Annual return | -17.97% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,957 | $2,173+36.1% | $2,836+4.2% | $2,596+13.9% |
| Participant deferral / active EE | $3,368 | $3,779-10.9% | $4,656-27.7% | $4,027-16.4% |
| Admin fee / account holder | $3,928 | $6,112-35.7% | $7,493-47.6% | $5,403-27.3% |