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 | $50,288 | $64,707-22.3% | $112,228-55.2% | $68,494-26.6% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,042 | $2,746+83.6% | $3,635+38.7% | $2,596+94.2% |
| Participant deferral / active EE | $3,514 | $3,565-1.4% | $4,728-25.7% | $4,027-12.7% |
| Admin fee / account holder | $610 | $5,232-88.3% | $6,410-90.5% | $5,403-88.7% |