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 | $46,426 | $64,707-28.3% | $112,228-58.6% | $68,494-32.2% |
| Participation rate | 89.8% | 67.2%+22.7pp | 75.1%+14.8pp | 67.9%+21.9pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,844 | $2,746+3.6% | $3,635-21.8% | $2,596+9.5% |
| Participant deferral / active EE | $4,428 | $3,565+24.2% | $4,728-6.3% | $4,027+10.0% |
| Admin fee / account holder | $1,982 | $5,232-62.1% | $6,410-69.1% | $5,403-63.3% |