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 | $70,624 | $42,894+64.6% | $60,874+16.0% | $68,494+3.1% |
| Participation rate | 75.6% | 66.8%+8.8pp | 73.1%+2.5pp | 67.9%+7.8pp |
| Annual return | -15.16% | -13.98%-1.2pp | 16.90%-32.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,099 | $1,978-44.4% | $2,701-59.3% | $2,596-57.7% |
| Participant deferral / active EE | $2,895 | $2,867+1.0% | $3,817-24.1% | $4,027-28.1% |
| Admin fee / account holder | $4,871 | $3,101+57.1% | $3,224+51.1% | $5,403-9.8% |