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 | $52,494 | $46,674+12.5% | $117,472-55.3% | $68,494-23.4% |
| Participation rate | 82.0% | 56.8%+25.2pp | 70.6%+11.4pp | 67.9%+14.1pp |
| Annual return | -14.14% | -14.52%+0.4pp | 29.74%-43.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,240 | $1,505+48.9% | $4,176-46.4% | $2,596-13.7% |
| Participant deferral / active EE | $4,295 | $2,636+62.9% | $4,070+5.5% | $4,027+6.6% |
| Admin fee / account holder | $17,777 | $4,020+342.2% | $5,645+214.9% | $5,403+229.0% |