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 | $47,655 | $81,900-41.8% | $119,609-60.2% | $68,494-30.4% |
| Participation rate | 87.7% | 71.9%+15.8pp | 79.3%+8.4pp | 67.9%+19.8pp |
| Annual return | -15.42% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,601 | $2,693-40.6% | $4,232-62.2% | $2,596-38.3% |
| Participant deferral / active EE | $3,113 | $4,148-24.9% | $5,602-44.4% | $4,027-22.7% |
| Admin fee / account holder | $1,911 | $6,582-71.0% | $10,323-81.5% | $5,403-64.6% |