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 | $46,471 | $110,094-57.8% | $151,611-69.3% | $68,494-32.2% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -13.54% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,530 | $4,471-65.8% | $6,166-75.2% | $2,596-41.1% |
| Participant deferral / active EE | $7,986 | $6,527+22.3% | $8,363-4.5% | $4,027+98.3% |
| Admin fee / account holder | $1,041 | $7,719-86.5% | $11,616-91.0% | $5,403-80.7% |