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 9-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 | $39,317 | $71,883-45.3% | $86,677-54.6% | $68,494-42.6% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -14.62% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,101 | $2,173-3.3% | $2,836-25.9% | $2,596-19.1% |
| Participant deferral / active EE | $3,093 | $3,779-18.1% | $4,656-33.6% | $4,027-23.2% |
| Admin fee / account holder | $2,284 | $6,112-62.6% | $7,493-69.5% | $5,403-57.7% |