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 | $43,598 | $105,860-58.8% | $90,749-52.0% | $134,475-67.6% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -15.53% | -11.01%-4.5pp | -12.16%-3.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,577 | $3,462-54.4% | $2,921-46.0% | $4,740-66.7% |
| Participant deferral / active EE | $3,592 | $5,216-31.1% | $4,564-21.3% | $6,400-43.9% |
| Admin fee / account holder | $6,255 | $13,938-55.1% | $8,445-25.9% | $11,426-45.3% |