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 | $48,209 | $64,707-25.5% | $112,228-57.0% | $68,494-29.6% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -16.22% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,508 | $2,746-45.1% | $3,635-58.5% | $2,596-41.9% |
| Participant deferral / active EE | $3,569 | $3,565+0.1% | $4,728-24.5% | $4,027-11.4% |
| Admin fee / account holder | $1,990 | $5,232-62.0% | $6,410-69.0% | $5,403-63.2% |