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 | $47,210 | $59,805-21.1% | $79,550-40.7% | $68,494-31.1% |
| Participation rate | 77.5% | 61.1%+16.4pp | 69.5%+8.0pp | 67.9%+9.6pp |
| Annual return | -14.02% | -12.30%-1.7pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,406 | $1,505+59.9% | $2,413-0.3% | $2,596-7.3% |
| Participant deferral / active EE | $5,132 | $3,024+69.7% | $3,985+28.8% | $4,027+27.4% |
| Admin fee / account holder | $1,128 | $4,835-76.7% | $6,832-83.5% | $5,403-79.1% |