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 | $41,822 | $64,707-35.4% | $112,228-62.7% | $68,494-38.9% |
| Participation rate | 94.8% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+26.9pp |
| Annual return | -17.39% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,497 | $2,746-9.1% | $3,635-31.3% | $2,596-3.8% |
| Participant deferral / active EE | $4,670 | $3,565+31.0% | $4,728-1.2% | $4,027+16.0% |
| Admin fee / account holder | $2,913 | $5,232-44.3% | $6,410-54.5% | $5,403-46.1% |