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 | $43,775 | $73,867-40.7% | $143,757-69.5% | $68,494-36.1% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -12.16% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,250 | $3,184+33.5% | $4,951-14.1% | $2,596+63.7% |
| Participant deferral / active EE | $4,870 | $3,384+43.9% | $5,637-13.6% | $4,027+20.9% |
| Admin fee / account holder | $1,219 | $5,755-78.8% | $14,673-91.7% | $5,403-77.4% |