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 | $50,714 | $73,004-30.5% | $90,749-44.1% | $68,494-26.0% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -16.06% | -13.81%-2.3pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,120 | $2,193-3.3% | $2,921-27.4% | $2,596-18.3% |
| Participant deferral / active EE | $3,675 | $3,627+1.3% | $4,564-19.5% | $4,027-8.7% |
| Admin fee / account holder | $4,912 | $5,896-16.7% | $8,445-41.8% | $5,403-9.1% |