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 | $40,868 | $48,265-15.3% | $68,791-40.6% | $68,494-40.3% |
| Participation rate | 93.2% | 60.7%+32.5pp | 69.0%+24.2pp | 67.9%+25.3pp |
| Annual return | -16.33% | -12.71%-3.6pp | -6.38%-10.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,390 | $1,829+30.7% | $2,655-10.0% | $2,596-7.9% |
| Participant deferral / active EE | $4,118 | $2,867+43.6% | $3,941+4.5% | $4,027+2.3% |
| Admin fee / account holder | $7,094 | $4,355+62.9% | $4,932+43.8% | $5,403+31.3% |