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 | $43,286 | $64,707-33.1% | $112,228-61.4% | $68,494-36.8% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,815 | $2,746+75.4% | $3,635+32.5% | $2,596+85.5% |
| Participant deferral / active EE | $6,886 | $3,565+93.2% | $4,728+45.6% | $4,027+71.0% |
| Admin fee / account holder | $1,783 | $5,232-65.9% | $6,410-72.2% | $5,403-67.0% |