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 | $40,319 | $110,094-63.4% | $151,611-73.4% | $68,494-41.1% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -13.13% | -10.12%-3.0pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,437 | $4,471-23.1% | $6,166-44.3% | $2,596+32.4% |
| Participant deferral / active EE | $4,300 | $6,527-34.1% | $8,363-48.6% | $4,027+6.8% |
| Admin fee / account holder | $19,801 | $7,719+156.5% | $11,616+70.5% | $5,403+266.5% |