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 4-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 | $43,382 | $64,707-33.0% | $112,228-61.3% | $68,494-36.7% |
| Participation rate | 86.0% | 67.2%+18.9pp | 75.1%+11.0pp | 67.9%+18.2pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,234 | $2,746-18.6% | $3,635-38.5% | $2,596-14.0% |
| Participant deferral / active EE | $4,405 | $3,565+23.6% | $4,728-6.8% | $4,027+9.4% |
| Admin fee / account holder | $6,258 | $5,232+19.6% | $6,410-2.4% | $5,403+15.8% |