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 | $47,107 | $64,707-27.2% | $112,228-58.0% | $68,494-31.2% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -15.60% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,739 | $2,746-36.7% | $3,635-52.2% | $2,596-33.0% |
| Participant deferral / active EE | $4,321 | $3,565+21.2% | $4,728-8.6% | $4,027+7.3% |
| Admin fee / account holder | $687 | $5,232-86.9% | $6,410-89.3% | $5,403-87.3% |