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 | $50,121 | $81,900-38.8% | $119,609-58.1% | $68,494-26.8% |
| Participation rate | 96.5% | 71.9%+24.6pp | 79.3%+17.2pp | 67.9%+28.6pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,722 | $2,693-36.1% | $4,232-59.3% | $2,596-33.7% |
| Participant deferral / active EE | $4,054 | $4,148-2.2% | $5,602-27.6% | $4,027+0.7% |
| Admin fee / account holder | $3,188 | $6,582-51.6% | $10,323-69.1% | $5,403-41.0% |