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 | $45,283 | $71,883-37.0% | $86,677-47.8% | $68,494-33.9% |
| Participation rate | 86.5% | 72.2%+14.2pp | 76.6%+9.9pp | 67.9%+18.6pp |
| Annual return | -9.61% | 3.52%-13.1pp | 35.91%-45.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,016 | $2,173-53.2% | $2,836-64.2% | $2,596-60.9% |
| Participant deferral / active EE | $3,844 | $3,779+1.7% | $4,656-17.4% | $4,027-4.6% |
| Admin fee / account holder | $2,651 | $6,112-56.6% | $7,493-64.6% | $5,403-50.9% |