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 | $44,375 | $71,883-38.3% | $86,677-48.8% | $68,494-35.2% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.0pp |
| Annual return | -15.27% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,384 | $2,173-36.3% | $2,836-51.2% | $2,596-46.7% |
| Participant deferral / active EE | $4,313 | $3,779+14.1% | $4,656-7.4% | $4,027+7.1% |
| Admin fee / account holder | $2,826 | $6,112-53.8% | $7,493-62.3% | $5,403-47.7% |