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 7-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 | $47,051 | $73,867-36.3% | $143,757-67.3% | $68,494-31.3% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -18.23% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,647 | $3,184-16.9% | $4,951-46.5% | $2,596+2.0% |
| Participant deferral / active EE | $8,491 | $3,384+150.9% | $5,637+50.6% | $4,027+110.8% |
| Admin fee / account holder | $2,496 | $5,755-56.6% | $14,673-83.0% | $5,403-53.8% |