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 | $40,612 | $48,265-15.9% | $68,791-41.0% | $68,494-40.7% |
| Participation rate | 82.1% | 60.7%+21.4pp | 69.0%+13.0pp | 67.9%+14.2pp |
| Annual return | -15.65% | -12.71%-2.9pp | -6.38%-9.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,615 | $1,829+43.0% | $2,655-1.5% | $2,596+0.7% |
| Participant deferral / active EE | $2,650 | $2,867-7.5% | $3,941-32.7% | $4,027-34.2% |
| Admin fee / account holder | $9,698 | $4,355+122.7% | $4,932+96.6% | $5,403+79.5% |