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 | $50,307 | $73,004-31.1% | $90,749-44.6% | $68,494-26.6% |
| Participation rate | 86.7% | 70.8%+15.8pp | 75.7%+11.0pp | 67.9%+18.8pp |
| Annual return | -17.69% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,232 | $2,193+1.8% | $2,921-23.6% | $2,596-14.0% |
| Participant deferral / active EE | $4,218 | $3,627+16.3% | $4,564-7.6% | $4,027+4.7% |
| Admin fee / account holder | $1,199 | $5,896-79.7% | $8,445-85.8% | $5,403-77.8% |