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 | $43,735 | $167,484-73.9% | $151,611-71.2% | $134,475-67.5% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -13.04% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,947 | $6,829-56.8% | $6,166-52.2% | $4,740-37.8% |
| Participant deferral / active EE | $4,632 | $8,986-48.5% | $8,363-44.6% | $6,400-27.6% |
| Admin fee / account holder | $27,712 | $13,783+101.1% | $11,616+138.6% | $11,426+142.5% |