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 | $47,804 | $56,357-15.2% | $104,294-54.2% | $68,494-30.2% |
| Participation rate | 93.6% | 63.3%+30.4pp | 73.3%+20.4pp | 67.9%+25.7pp |
| Annual return | -18.60% | -9.19%-9.4pp | 24.61%-43.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,553 | $1,960-20.8% | $3,372-53.9% | $2,596-40.2% |
| Participant deferral / active EE | $5,399 | $3,077+75.4% | $4,625+16.7% | $4,027+34.1% |
| Admin fee / account holder | $1,451 | $4,903-70.4% | $7,339-80.2% | $5,403-73.1% |