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 5-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 | $66,221 | $71,883-7.9% | $86,677-23.6% | $68,494-3.3% |
| Participation rate | 86.6% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -14.17% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,000 | $2,173-54.0% | $2,836-64.7% | $2,596-61.5% |
| Participant deferral / active EE | $3,033 | $3,779-19.7% | $4,656-34.8% | $4,027-24.7% |
| Admin fee / account holder | $5,941 | $6,112-2.8% | $7,493-20.7% | $5,403+10.0% |