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 | $47,353 | $73,004-35.1% | $90,749-47.8% | $68,494-30.9% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -13.53% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,516 | $2,193-30.9% | $2,921-48.1% | $2,596-41.6% |
| Participant deferral / active EE | $3,031 | $3,627-16.4% | $4,564-33.6% | $4,027-24.7% |
| Admin fee / account holder | $2,408 | $5,896-59.1% | $8,445-71.5% | $5,403-55.4% |