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 | $46,772 | $45,863+2.0% | $77,024-39.3% | $68,494-31.7% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -18.10% | 1.72%-19.8pp | 42.32%-60.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,250 | $1,650+36.4% | $2,812-20.0% | $2,596-13.3% |
| Participant deferral / active EE | $5,378 | $2,962+81.5% | $4,426+21.5% | $4,027+33.5% |
| Admin fee / account holder | $1,182 | $3,041-61.1% | $5,425-78.2% | $5,403-78.1% |