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 7-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 | $49,264 | $73,867-33.3% | $143,757-65.7% | $68,494-28.1% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -18.44% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,661 | $3,184-47.8% | $4,951-66.4% | $2,596-36.0% |
| Participant deferral / active EE | $3,926 | $3,384+16.0% | $5,637-30.4% | $4,027-2.5% |
| Admin fee / account holder | $671 | $5,755-88.3% | $14,673-95.4% | $5,403-87.6% |