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 | $40,963 | $64,707-36.7% | $112,228-63.5% | $68,494-40.2% |
| Participation rate | 87.8% | 67.2%+20.7pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -16.48% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,568 | $2,746-6.5% | $3,635-29.3% | $2,596-1.1% |
| Participant deferral / active EE | $4,617 | $3,565+29.5% | $4,728-2.3% | $4,027+14.6% |
| Admin fee / account holder | $3,876 | $5,232-25.9% | $6,410-39.5% | $5,403-28.3% |