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 | $41,128 | $71,883-42.8% | $86,677-52.6% | $68,494-40.0% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.2pp |
| Annual return | -13.76% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,411 | $2,173+11.0% | $2,836-15.0% | $2,596-7.1% |
| Participant deferral / active EE | $5,025 | $3,779+33.0% | $4,656+7.9% | $4,027+24.8% |
| Admin fee / account holder | $14,594 | $6,112+138.8% | $7,493+94.8% | $5,403+170.1% |