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 | $53,094 | $71,883-26.1% | $86,677-38.7% | $68,494-22.5% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -15.02% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,207 | $2,173+47.6% | $2,836+13.1% | $2,596+23.5% |
| Participant deferral / active EE | $3,438 | $3,779-9.0% | $4,656-26.2% | $4,027-14.6% |
| Admin fee / account holder | $8,895 | $6,112+45.5% | $7,493+18.7% | $5,403+64.6% |