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 | $40,382 | $73,867-45.3% | $143,757-71.9% | $68,494-41.0% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -17.10% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,444 | $3,184+8.2% | $4,951-30.4% | $2,596+32.7% |
| Participant deferral / active EE | $4,194 | $3,384+23.9% | $5,637-25.6% | $4,027+4.2% |
| Admin fee / account holder | $995 | $5,755-82.7% | $14,673-93.2% | $5,403-81.6% |