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 | $41,097 | $71,883-42.8% | $86,677-52.6% | $68,494-40.0% |
| Participation rate | 85.5% | 72.2%+13.2pp | 76.6%+8.9pp | 67.9%+17.6pp |
| Annual return | -13.46% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,288 | $2,173+97.3% | $2,836+51.2% | $2,596+65.1% |
| Participant deferral / active EE | $6,426 | $3,779+70.1% | $4,656+38.0% | $4,027+59.6% |
| Admin fee / account holder | $5,062 | $6,112-17.2% | $7,493-32.4% | $5,403-6.3% |