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 | $45,265 | $64,707-30.0% | $112,228-59.7% | $68,494-33.9% |
| Participation rate | 88.6% | 67.2%+21.5pp | 75.1%+13.6pp | 67.9%+20.7pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,277 | $2,746+165.0% | $3,635+100.2% | $2,596+180.3% |
| Participant deferral / active EE | $4,180 | $3,565+17.3% | $4,728-11.6% | $4,027+3.8% |
| Admin fee / account holder | $2,068 | $5,232-60.5% | $6,410-67.7% | $5,403-61.7% |