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 | $48,111 | $64,707-25.6% | $112,228-57.1% | $68,494-29.8% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -12.42% | -11.40%-1.0pp | 27.45%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,475 | $2,746-46.3% | $3,635-59.4% | $2,596-43.2% |
| Participant deferral / active EE | $3,569 | $3,565+0.1% | $4,728-24.5% | $4,027-11.4% |
| Admin fee / account holder | $940 | $5,232-82.0% | $6,410-85.3% | $5,403-82.6% |