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 | $44,525 | $69,010-35.5% | $159,960-72.2% | $68,494-35.0% |
| Participation rate | 85.1% | 65.4%+19.7pp | 78.0%+7.2pp | 67.9%+17.2pp |
| Annual return | -15.01% | -9.65%-5.4pp | 408.60%-423.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $465 | $2,213-79.0% | $4,226-89.0% | $2,596-82.1% |
| Participant deferral / active EE | $4,040 | $4,212-4.1% | $6,182-34.7% | $4,027+0.3% |
| Admin fee / account holder | $1,081 | $4,798-77.5% | $8,698-87.6% | $5,403-80.0% |