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 | $43,072 | $57,354-24.9% | $83,848-48.6% | $64,186-32.9% |
| Participation rate | 72.1% | 68.6%+3.5pp | 76.1%-4.1pp | 69.6%+2.5pp |
| Annual return | -5.14% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,132 | $2,545-55.5% | $3,631-68.8% | $2,381-52.4% |
| Participant deferral / active EE | $3,569 | $2,993+19.3% | $4,082-12.6% | $3,470+2.9% |
| Admin fee / account holder | $5,119 | $4,046+26.5% | $5,478-6.6% | $4,888+4.7% |