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 | $40,609 | $59,805-32.1% | $79,550-49.0% | $68,494-40.7% |
| Participation rate | 85.3% | 61.1%+24.3pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -14.15% | -12.30%-1.8pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,586 | $1,505+5.4% | $2,413-34.3% | $2,596-38.9% |
| Participant deferral / active EE | $5,502 | $3,024+81.9% | $3,985+38.1% | $4,027+36.6% |
| Admin fee / account holder | $3,824 | $4,835-20.9% | $6,832-44.0% | $5,403-29.2% |