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 9-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 | $42,515 | $64,707-34.3% | $112,228-62.1% | $68,494-37.9% |
| Participation rate | 98.7% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.8pp |
| Annual return | -14.28% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,234 | $2,746+17.8% | $3,635-11.0% | $2,596+24.6% |
| Participant deferral / active EE | $5,608 | $3,565+57.3% | $4,728+18.6% | $4,027+39.2% |
| Admin fee / account holder | $6,619 | $5,232+26.5% | $6,410+3.3% | $5,403+22.5% |