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 | $40,607 | $73,004-44.4% | $90,749-55.3% | $68,494-40.7% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -17.84% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,109 | $2,193-3.8% | $2,921-27.8% | $2,596-18.8% |
| Participant deferral / active EE | $4,332 | $3,627+19.4% | $4,564-5.1% | $4,027+7.6% |
| Admin fee / account holder | $2,314 | $5,896-60.7% | $8,445-72.6% | $5,403-57.2% |