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 | $66,918 | $71,883-6.9% | $86,677-22.8% | $68,494-2.3% |
| Participation rate | 70.4% | 72.2%-1.9pp | 76.6%-6.2pp | 67.9%+2.5pp |
| Annual return | -12.32% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,002 | $2,173-53.9% | $2,836-64.7% | $2,596-61.4% |
| Participant deferral / active EE | $2,281 | $3,779-39.6% | $4,656-51.0% | $4,027-43.4% |
| Admin fee / account holder | $3,824 | $6,112-37.4% | $7,493-49.0% | $5,403-29.2% |