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 | $70,323 | $71,883-2.2% | $86,677-18.9% | $68,494+2.7% |
| Participation rate | 87.7% | 72.2%+15.5pp | 76.6%+11.1pp | 67.9%+19.8pp |
| Annual return | -17.94% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,881 | $2,173-13.4% | $2,836-33.7% | $2,596-27.5% |
| Participant deferral / active EE | $3,925 | $3,779+3.9% | $4,656-15.7% | $4,027-2.5% |
| Admin fee / account holder | $1,281 | $6,112-79.0% | $7,493-82.9% | $5,403-76.3% |