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 | $42,771 | $64,707-33.9% | $112,228-61.9% | $68,494-37.6% |
| Participation rate | 89.3% | 67.2%+22.1pp | 75.1%+14.2pp | 67.9%+21.4pp |
| Annual return | -16.36% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,869 | $2,746+4.5% | $3,635-21.1% | $2,596+10.5% |
| Participant deferral / active EE | $4,611 | $3,565+29.3% | $4,728-2.5% | $4,027+14.5% |
| Admin fee / account holder | $23,748 | $5,232+353.9% | $6,410+270.5% | $5,403+339.6% |