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 | $49,544 | $64,707-23.4% | $112,228-55.9% | $68,494-27.7% |
| Participation rate | 87.3% | 67.2%+20.1pp | 75.1%+12.2pp | 67.9%+19.4pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,217 | $2,746-19.3% | $3,635-39.0% | $2,596-14.6% |
| Participant deferral / active EE | $4,255 | $3,565+19.4% | $4,728-10.0% | $4,027+5.7% |
| Admin fee / account holder | $1,069 | $5,232-79.6% | $6,410-83.3% | $5,403-80.2% |