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 | $51,119 | $59,805-14.5% | $79,550-35.7% | $68,494-25.4% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.5%+14.4pp | 67.9%+16.0pp |
| Annual return | -14.98% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $981 | $1,505-34.8% | $2,413-59.4% | $2,596-62.2% |
| Participant deferral / active EE | $2,210 | $3,024-26.9% | $3,985-44.5% | $4,027-45.1% |
| Admin fee / account holder | $4,074 | $4,835-15.7% | $6,832-40.4% | $5,403-24.6% |