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 | $40,434 | $64,707-37.5% | $112,228-64.0% | $68,494-41.0% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -14.12% | -11.40%-2.7pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,760 | $2,746-35.9% | $3,635-51.6% | $2,596-32.2% |
| Participant deferral / active EE | $4,282 | $3,565+20.1% | $4,728-9.4% | $4,027+6.3% |
| Admin fee / account holder | $13,277 | $5,232+153.8% | $6,410+107.1% | $5,403+145.7% |