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 | $40,594 | $64,707-37.3% | $112,228-63.8% | $68,494-40.7% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -14.66% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,642 | $2,746-3.8% | $3,635-27.3% | $2,596+1.8% |
| Participant deferral / active EE | $4,466 | $3,565+25.3% | $4,728-5.5% | $4,027+10.9% |
| Admin fee / account holder | $3,958 | $5,232-24.4% | $6,410-38.3% | $5,403-26.7% |