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 | $47,392 | $64,707-26.8% | $112,228-57.8% | $68,494-30.8% |
| Participation rate | 84.6% | 67.2%+17.5pp | 75.1%+9.6pp | 67.9%+16.7pp |
| Annual return | -12.94% | -11.40%-1.5pp | 27.45%-40.4pp | -7.84%-5.1pp |
| Employer contribution / active EE | $702 | $2,746-74.4% | $3,635-80.7% | $2,596-72.9% |
| Participant deferral / active EE | $1,643 | $3,565-53.9% | $4,728-65.2% | $4,027-59.2% |
| Admin fee / account holder | $1,849 | $5,232-64.7% | $6,410-71.1% | $5,403-65.8% |