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 | $49,514 | $73,004-32.2% | $90,749-45.4% | $68,494-27.7% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -17.62% | -13.81%-3.8pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,353 | $2,193+7.3% | $2,921-19.5% | $2,596-9.4% |
| Participant deferral / active EE | $4,826 | $3,627+33.1% | $4,564+5.7% | $4,027+19.8% |
| Admin fee / account holder | $1,692 | $5,896-71.3% | $8,445-80.0% | $5,403-68.7% |