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 | $47,844 | $71,883-33.4% | $86,677-44.8% | $68,494-30.1% |
| Participation rate | 90.5% | 72.2%+18.2pp | 76.6%+13.9pp | 67.9%+22.6pp |
| Annual return | -18.70% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,610 | $2,173-25.9% | $2,836-43.2% | $2,596-38.0% |
| Participant deferral / active EE | $4,264 | $3,779+12.9% | $4,656-8.4% | $4,027+5.9% |
| Admin fee / account holder | $3,556 | $6,112-41.8% | $7,493-52.5% | $5,403-34.2% |