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 | $47,496 | $71,883-33.9% | $86,677-45.2% | $68,494-30.7% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,182 | $2,173+0.4% | $2,836-23.1% | $2,596-15.9% |
| Participant deferral / active EE | $3,859 | $3,779+2.1% | $4,656-17.1% | $4,027-4.2% |
| Admin fee / account holder | $1,521 | $6,112-75.1% | $7,493-79.7% | $5,403-71.8% |