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 | $56,482 | $59,805-5.6% | $79,550-29.0% | $68,494-17.5% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -17.90% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $443 | $1,505-70.6% | $2,413-81.6% | $2,596-82.9% |
| Participant deferral / active EE | $3,558 | $3,024+17.6% | $3,985-10.7% | $4,027-11.6% |
| Admin fee / account holder | $671 | $4,835-86.1% | $6,832-90.2% | $5,403-87.6% |