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 | $60,718 | $71,883-15.5% | $86,677-29.9% | $68,494-11.4% |
| Participation rate | 74.1% | 72.2%+1.8pp | 76.6%-2.5pp | 67.9%+6.2pp |
| Annual return | -0.71% | 3.52%-4.2pp | 35.91%-36.6pp | -7.84%+7.1pp |
| Employer contribution / active EE | $2,241 | $2,173+3.2% | $2,836-21.0% | $2,596-13.7% |
| Participant deferral / active EE | $8,176 | $3,779+116.4% | $4,656+75.6% | $4,027+103.0% |
| Admin fee / account holder | $3,011 | $6,112-50.7% | $7,493-59.8% | $5,403-44.3% |