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 | $49,518 | $81,900-39.5% | $119,609-58.6% | $68,494-27.7% |
| Participation rate | 88.2% | 71.9%+16.3pp | 79.3%+8.9pp | 67.9%+20.3pp |
| Annual return | -15.62% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,791 | $2,693-33.5% | $4,232-57.7% | $2,596-31.0% |
| Participant deferral / active EE | $2,993 | $4,148-27.8% | $5,602-46.6% | $4,027-25.7% |
| Admin fee / account holder | $2,335 | $6,582-64.5% | $10,323-77.4% | $5,403-56.8% |