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 | $41,359 | $64,707-36.1% | $112,228-63.1% | $68,494-39.6% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -13.73% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,370 | $2,746-50.1% | $3,635-62.3% | $2,596-47.2% |
| Participant deferral / active EE | $1,580 | $3,565-55.7% | $4,728-66.6% | $4,027-60.8% |
| Admin fee / account holder | $1,516 | $5,232-71.0% | $6,410-76.4% | $5,403-71.9% |