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 | $45,771 | $71,883-36.3% | $86,677-47.2% | $68,494-33.2% |
| Participation rate | 94.2% | 72.2%+21.9pp | 76.6%+17.6pp | 67.9%+26.3pp |
| Annual return | -18.23% | 3.52%-21.8pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,648 | $2,173+113.9% | $2,836+63.9% | $2,596+79.0% |
| Participant deferral / active EE | $5,677 | $3,779+50.2% | $4,656+21.9% | $4,027+41.0% |
| Admin fee / account holder | $4,186 | $6,112-31.5% | $7,493-44.1% | $5,403-22.5% |