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 | $53,706 | $73,867-27.3% | $143,757-62.6% | $68,494-21.6% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -15.71% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,120 | $3,184+29.4% | $4,951-16.8% | $2,596+58.7% |
| Participant deferral / active EE | $4,600 | $3,384+35.9% | $5,637-18.4% | $4,027+14.2% |
| Admin fee / account holder | $5,377 | $5,755-6.6% | $14,673-63.4% | $5,403-0.5% |