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 | $43,326 | $64,707-33.0% | $112,228-61.4% | $68,494-36.7% |
| Participation rate | 90.8% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.9pp |
| Annual return | -17.17% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,542 | $2,746+101.8% | $3,635+52.5% | $2,596+113.5% |
| Participant deferral / active EE | $1,624 | $3,565-54.4% | $4,728-65.6% | $4,027-59.7% |
| Admin fee / account holder | $5,485 | $5,232+4.8% | $6,410-14.4% | $5,403+1.5% |