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 | $48,780 | $64,707-24.6% | $112,228-56.5% | $68,494-28.8% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | -18.05% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,358 | $2,746+22.3% | $3,635-7.6% | $2,596+29.3% |
| Participant deferral / active EE | $5,693 | $3,565+59.7% | $4,728+20.4% | $4,027+41.4% |
| Admin fee / account holder | $4,269 | $5,232-18.4% | $6,410-33.4% | $5,403-21.0% |