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 | $67,815 | $71,883-5.7% | $86,677-21.8% | $68,494-1.0% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -17.82% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,390 | $2,173+10.0% | $2,836-15.8% | $2,596-8.0% |
| Participant deferral / active EE | $3,874 | $3,779+2.5% | $4,656-16.8% | $4,027-3.8% |
| Admin fee / account holder | $1,248 | $6,112-79.6% | $7,493-83.3% | $5,403-76.9% |