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 | $41,693 | $167,307-75.1% | $143,757-71.0% | $134,475-69.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -14.93% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,271 | $5,619-59.6% | $4,951-54.1% | $4,740-52.1% |
| Participant deferral / active EE | $4,140 | $6,446-35.8% | $5,637-26.6% | $6,400-35.3% |
| Admin fee / account holder | $10,861 | $18,088-40.0% | $14,673-26.0% | $11,426-4.9% |