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 | $47,938 | $113,935-57.9% | $94,224-49.1% | $125,391-61.8% |
| Participation rate | 95.0% | 82.9%+12.1pp | 78.8%+16.2pp | 83.2%+11.8pp |
| Annual return | -2.12% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,521 | $4,727-67.8% | $3,587-57.6% | $4,866-68.7% |
| Participant deferral / active EE | $4,908 | $5,179-5.2% | $4,320+13.6% | $5,352-8.3% |
| Admin fee / account holder | $12,236 | $8,391+45.8% | $6,269+95.2% | $9,540+28.3% |