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 | $46,923 | $81,900-42.7% | $119,609-60.8% | $68,494-31.5% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -16.93% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,583 | $2,693-41.2% | $4,232-62.6% | $2,596-39.0% |
| Participant deferral / active EE | $3,174 | $4,148-23.5% | $5,602-43.3% | $4,027-21.2% |
| Admin fee / account holder | $4,565 | $6,582-30.6% | $10,323-55.8% | $5,403-15.5% |