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 | $62,547 | $64,707-3.3% | $112,228-44.3% | $68,494-8.7% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.4pp |
| Annual return | -17.26% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,097 | $2,746+122.0% | $3,635+67.8% | $2,596+134.8% |
| Participant deferral / active EE | $4,335 | $3,565+21.6% | $4,728-8.3% | $4,027+7.6% |
| Admin fee / account holder | $4,149 | $5,232-20.7% | $6,410-35.3% | $5,403-23.2% |