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 9-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 | $45,604 | $64,707-29.5% | $112,228-59.4% | $68,494-33.4% |
| Participation rate | 98.6% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.7pp |
| Annual return | -12.17% | -11.40%-0.8pp | 27.45%-39.6pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,796 | $2,746+1.8% | $3,635-23.1% | $2,596+7.7% |
| Participant deferral / active EE | $5,276 | $3,565+48.0% | $4,728+11.6% | $4,027+31.0% |
| Admin fee / account holder | $5,140 | $5,232-1.8% | $6,410-19.8% | $5,403-4.9% |