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 | $43,313 | $95,971-54.9% | $74,550-41.9% | $135,375-68.0% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -5.56% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,641 | $2,716-39.6% | $1,961-16.3% | $4,779-65.7% |
| Participant deferral / active EE | $2,226 | $3,843-42.1% | $3,108-28.4% | $5,609-60.3% |
| Admin fee / account holder | $642 | $6,522-90.2% | $5,060-87.3% | $10,827-94.1% |