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 | $48,237 | $54,350-11.2% | $82,719-41.7% | $68,494-29.6% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -17.14% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,064 | $2,218-7.0% | $3,009-31.4% | $2,596-20.5% |
| Participant deferral / active EE | $3,745 | $3,246+15.4% | $4,395-14.8% | $4,027-7.0% |
| Admin fee / account holder | $2,011 | $4,395-54.3% | $5,329-62.3% | $5,403-62.8% |