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 | $37,029 | $42,383-12.6% | $76,523-51.6% | $64,186-42.3% |
| Participation rate | 98.1% | 58.1%+40.0pp | 68.0%+30.2pp | 69.6%+28.6pp |
| Annual return | -4.39% | -16.54%+12.1pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,372 | $1,563+51.7% | $2,647-10.4% | $2,381-0.4% |
| Participant deferral / active EE | $3,983 | $2,566+55.2% | $3,835+3.9% | $3,470+14.8% |
| Admin fee / account holder | $545 | $3,198-82.9% | $4,848-88.8% | $4,888-88.8% |