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 | $45,633 | $69,010-33.9% | $159,960-71.5% | $68,494-33.4% |
| Participation rate | 98.1% | 65.4%+32.7pp | 78.0%+20.2pp | 67.9%+30.2pp |
| Annual return | -15.01% | -9.65%-5.4pp | 408.60%-423.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,074 | $2,213-6.3% | $4,226-50.9% | $2,596-20.1% |
| Participant deferral / active EE | $4,168 | $4,212-1.0% | $6,182-32.6% | $4,027+3.5% |
| Admin fee / account holder | $2,307 | $4,798-51.9% | $8,698-73.5% | $5,403-57.3% |