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 | $48,054 | $53,162-9.6% | $91,220-47.3% | $68,494-29.8% |
| Participation rate | 95.3% | 63.2%+32.1pp | 73.2%+22.2pp | 67.9%+27.5pp |
| Annual return | -19.29% | -3.14%-16.1pp | 114.01%-133.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $562 | $1,709-67.1% | $2,850-80.3% | $2,596-78.3% |
| Participant deferral / active EE | $1,637 | $2,974-45.0% | $4,234-61.3% | $4,027-59.4% |
| Admin fee / account holder | $2,449 | $4,493-45.5% | $5,420-54.8% | $5,403-54.7% |