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 | $54,951 | $64,707-15.1% | $112,228-51.0% | $68,494-19.8% |
| Participation rate | 98.4% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.5pp |
| Annual return | -18.15% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,862 | $2,746+77.0% | $3,635+33.8% | $2,596+87.3% |
| Participant deferral / active EE | $4,512 | $3,565+26.6% | $4,728-4.6% | $4,027+12.0% |
| Admin fee / account holder | $21,330 | $5,232+307.7% | $6,410+232.8% | $5,403+294.8% |