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 | $48,969 | $71,883-31.9% | $86,677-43.5% | $68,494-28.5% |
| Participation rate | 86.1% | 72.2%+13.8pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -17.95% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,370 | $2,173+9.1% | $2,836-16.4% | $2,596-8.7% |
| Participant deferral / active EE | $3,961 | $3,779+4.8% | $4,656-14.9% | $4,027-1.6% |
| Admin fee / account holder | $2,104 | $6,112-65.6% | $7,493-71.9% | $5,403-61.1% |