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 9-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 | $42,646 | $73,867-42.3% | $143,757-70.3% | $68,494-37.7% |
| Participation rate | 87.2% | 66.7%+20.5pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -16.80% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,884 | $3,184-9.4% | $4,951-41.8% | $2,596+11.1% |
| Participant deferral / active EE | $5,468 | $3,384+61.6% | $5,637-3.0% | $4,027+35.8% |
| Admin fee / account holder | $4,908 | $5,755-14.7% | $14,673-66.5% | $5,403-9.2% |