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 | $43,261 | $73,867-41.4% | $143,757-69.9% | $68,494-36.8% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -18.38% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,506 | $3,184-21.3% | $4,951-49.4% | $2,596-3.5% |
| Participant deferral / active EE | $6,447 | $3,384+90.5% | $5,637+14.4% | $4,027+60.1% |
| Admin fee / account holder | $2,207 | $5,755-61.6% | $14,673-85.0% | $5,403-59.1% |