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 | $47,954 | $54,229-11.6% | $70,092-31.6% | $68,494-30.0% |
| Participation rate | 94.8% | 64.5%+30.3pp | 70.5%+24.4pp | 67.9%+26.9pp |
| Annual return | -16.78% | -13.87%-2.9pp | 190.73%-207.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,678 | $2,018+32.7% | $2,559+4.6% | $2,596+3.1% |
| Participant deferral / active EE | $5,190 | $2,956+75.6% | $3,849+34.9% | $4,027+28.9% |
| Admin fee / account holder | $4,872 | $4,694+3.8% | $6,267-22.3% | $5,403-9.8% |