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 | $52,675 | $42,894+22.8% | $60,874-13.5% | $68,494-23.1% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.6pp | 67.9%+25.9pp |
| Annual return | -16.54% | -13.98%-2.6pp | 16.90%-33.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,395 | $1,978-29.5% | $2,701-48.4% | $2,596-46.3% |
| Participant deferral / active EE | $3,301 | $2,867+15.2% | $3,817-13.5% | $4,027-18.0% |
| Admin fee / account holder | $3,472 | $3,101+12.0% | $3,224+7.7% | $5,403-35.7% |