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 | $46,158 | $175,600-73.7% | $129,110-64.2% | $134,475-65.7% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.3%+6.1pp | 81.2%+2.1pp |
| Annual return | -17.66% | -11.39%-6.3pp | -10.94%-6.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,115 | $6,355-19.5% | $5,052+1.3% | $4,740+7.9% |
| Participant deferral / active EE | $7,317 | $7,975-8.3% | $6,542+11.8% | $6,400+14.3% |
| Admin fee / account holder | $6,398 | $23,567-72.9% | $14,302-55.3% | $11,426-44.0% |