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 | $48,116 | $64,707-25.6% | $112,228-57.1% | $68,494-29.8% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.4pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,441 | $2,746+25.3% | $3,635-5.3% | $2,596+32.5% |
| Participant deferral / active EE | $6,749 | $3,565+89.3% | $4,728+42.7% | $4,027+67.6% |
| Admin fee / account holder | $16,348 | $5,232+212.5% | $6,410+155.0% | $5,403+202.6% |