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 | $61,971 | $71,883-13.8% | $86,677-28.5% | $68,494-9.5% |
| Participation rate | 79.2% | 72.2%+6.9pp | 76.6%+2.6pp | 67.9%+11.3pp |
| Annual return | -16.59% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,717 | $2,173+117.1% | $2,836+66.3% | $2,596+81.7% |
| Participant deferral / active EE | $7,222 | $3,779+91.1% | $4,656+55.1% | $4,027+79.3% |
| Admin fee / account holder | $6,128 | $6,112+0.3% | $7,493-18.2% | $5,403+13.4% |