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 | $56,240 | $71,883-21.8% | $86,677-35.1% | $68,494-17.9% |
| Participation rate | 91.8% | 72.2%+19.5pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -15.42% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,331 | $2,173+7.3% | $2,836-17.8% | $2,596-10.2% |
| Participant deferral / active EE | $7,223 | $3,779+91.1% | $4,656+55.1% | $4,027+79.3% |
| Admin fee / account holder | $2,623 | $6,112-57.1% | $7,493-65.0% | $5,403-51.5% |