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 | $45,981 | $79,633-42.3% | $93,789-51.0% | $68,494-32.9% |
| Participation rate | 80.0% | 75.4%+4.6pp | 81.0%-1.0pp | 67.9%+12.1pp |
| Annual return | -17.03% | -0.10%-16.9pp | -11.33%-5.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,189 | $3,665-13.0% | $4,323-26.2% | $2,596+22.8% |
| Participant deferral / active EE | $5,725 | $5,158+11.0% | $6,094-6.1% | $4,027+42.1% |
| Admin fee / account holder | $893 | $6,871-87.0% | $7,195-87.6% | $5,403-83.5% |