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 | $45,441 | $42,894+5.9% | $60,874-25.4% | $68,494-33.7% |
| Participation rate | 97.3% | 66.8%+30.5pp | 73.1%+24.2pp | 67.9%+29.4pp |
| Annual return | -16.95% | -13.98%-3.0pp | 16.90%-33.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,450 | $1,978-26.7% | $2,701-46.3% | $2,596-44.2% |
| Participant deferral / active EE | $3,134 | $2,867+9.3% | $3,817-17.9% | $4,027-22.2% |
| Admin fee / account holder | $14,025 | $3,101+352.3% | $3,224+335.0% | $5,403+159.6% |