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 | $53,154 | $65,435-18.8% | $86,677-38.7% | $66,914-20.6% |
| Participation rate | 77.2% | 75.5%+1.8pp | 76.6%+0.7pp | 69.8%+7.4pp |
| Annual return | -12.97% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $777 | $2,153-63.9% | $2,836-72.6% | $2,544-69.5% |
| Participant deferral / active EE | $2,701 | $4,100-34.1% | $4,656-42.0% | $4,237-36.2% |
| Admin fee / account holder | $4,076 | $642+535.4% | $7,493-45.6% | $593+587.1% |