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 | $48,680 | $73,867-34.1% | $143,757-66.1% | $68,494-28.9% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -14.41% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,026 | $3,184-67.8% | $4,951-79.3% | $2,596-60.5% |
| Participant deferral / active EE | $3,543 | $3,384+4.7% | $5,637-37.1% | $4,027-12.0% |
| Admin fee / account holder | $2,044 | $5,755-64.5% | $14,673-86.1% | $5,403-62.2% |