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 | $45,023 | $73,004-38.3% | $90,749-50.4% | $68,494-34.3% |
| Participation rate | 73.3% | 70.8%+2.5pp | 75.7%-2.4pp | 67.9%+5.4pp |
| Annual return | -15.97% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,939 | $2,193-11.6% | $2,921-33.6% | $2,596-25.3% |
| Participant deferral / active EE | $4,084 | $3,627+12.6% | $4,564-10.5% | $4,027+1.4% |
| Admin fee / account holder | $1,334 | $5,896-77.4% | $8,445-84.2% | $5,403-75.3% |