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 | $63,565 | $71,883-11.6% | $86,677-26.7% | $68,494-7.2% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -14.37% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $843 | $2,173-61.2% | $2,836-70.3% | $2,596-67.5% |
| Participant deferral / active EE | $2,398 | $3,779-36.5% | $4,656-48.5% | $4,027-40.4% |
| Admin fee / account holder | $10,143 | $6,112+66.0% | $7,493+35.4% | $5,403+87.7% |