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 | $40,101 | $64,707-38.0% | $112,228-64.3% | $68,494-41.5% |
| Participation rate | 81.3% | 67.2%+14.1pp | 75.1%+6.2pp | 67.9%+13.4pp |
| Annual return | -13.87% | -11.40%-2.5pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,600 | $2,746-41.7% | $3,635-56.0% | $2,596-38.4% |
| Participant deferral / active EE | $3,891 | $3,565+9.2% | $4,728-17.7% | $4,027-3.4% |
| Admin fee / account holder | $692 | $5,232-86.8% | $6,410-89.2% | $5,403-87.2% |