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 | $40,751 | $110,094-63.0% | $151,611-73.1% | $68,494-40.5% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -17.36% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,982 | $4,471-33.3% | $6,166-51.6% | $2,596+14.8% |
| Participant deferral / active EE | $3,128 | $6,527-52.1% | $8,363-62.6% | $4,027-22.3% |
| Admin fee / account holder | $1,750 | $7,719-77.3% | $11,616-84.9% | $5,403-67.6% |