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 | $46,170 | $56,357-18.1% | $104,294-55.7% | $68,494-32.6% |
| Participation rate | 96.7% | 63.3%+33.4pp | 73.3%+23.4pp | 67.9%+28.8pp |
| Annual return | -15.46% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,894 | $1,960-3.4% | $3,372-43.8% | $2,596-27.0% |
| Participant deferral / active EE | $3,321 | $3,077+7.9% | $4,625-28.2% | $4,027-17.5% |
| Admin fee / account holder | $12,623 | $4,903+157.5% | $7,339+72.0% | $5,403+133.6% |