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 | $47,919 | $59,805-19.9% | $79,550-39.8% | $68,494-30.0% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.5%+4.9pp | 67.9%+6.5pp |
| Annual return | -19.37% | -12.30%-7.1pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,189 | $1,505+45.4% | $2,413-9.3% | $2,596-15.7% |
| Participant deferral / active EE | $4,819 | $3,024+59.3% | $3,985+20.9% | $4,027+19.7% |
| Admin fee / account holder | $984 | $4,835-79.6% | $6,832-85.6% | $5,403-81.8% |