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 | $48,797 | $73,867-33.9% | $143,757-66.1% | $68,494-28.8% |
| Participation rate | 83.6% | 66.7%+17.0pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -15.54% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,761 | $3,184-13.3% | $4,951-44.2% | $2,596+6.3% |
| Participant deferral / active EE | $4,108 | $3,384+21.4% | $5,637-27.1% | $4,027+2.0% |
| Admin fee / account holder | $4,038 | $5,755-29.8% | $14,673-72.5% | $5,403-25.3% |