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 7-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 | $44,465 | $50,958-12.7% | $74,550-40.4% | $64,186-30.7% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.1%+20.0pp | 69.6%+19.6pp |
| Annual return | -7.43% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,041 | $1,115+172.6% | $1,961+55.1% | $2,381+27.7% |
| Participant deferral / active EE | $4,623 | $2,301+100.9% | $3,108+48.7% | $3,470+33.2% |
| Admin fee / account holder | $1,696 | $4,223-59.8% | $5,060-66.5% | $4,888-65.3% |