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 | $45,876 | $71,883-36.2% | $86,677-47.1% | $68,494-33.0% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -13.89% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,856 | $2,173-14.6% | $2,836-34.6% | $2,596-28.5% |
| Participant deferral / active EE | $3,954 | $3,779+4.6% | $4,656-15.1% | $4,027-1.8% |
| Admin fee / account holder | $17,058 | $6,112+179.1% | $7,493+127.6% | $5,403+215.7% |