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 | $48,103 | $71,883-33.1% | $86,677-44.5% | $68,494-29.8% |
| Participation rate | 96.1% | 72.2%+23.8pp | 76.6%+19.5pp | 67.9%+28.2pp |
| Annual return | -18.72% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,395 | $2,173-35.8% | $2,836-50.8% | $2,596-46.3% |
| Participant deferral / active EE | $3,619 | $3,779-4.2% | $4,656-22.3% | $4,027-10.1% |
| Admin fee / account holder | $7,244 | $6,112+18.5% | $7,493-3.3% | $5,403+34.1% |