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 7-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 | $48,935 | $46,674+4.8% | $117,472-58.3% | $68,494-28.6% |
| Participation rate | 70.0% | 56.8%+13.2pp | 70.6%-0.6pp | 67.9%+2.1pp |
| Annual return | -17.67% | -14.52%-3.2pp | 29.74%-47.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,638 | $1,505+75.4% | $4,176-36.8% | $2,596+1.6% |
| Participant deferral / active EE | $5,506 | $2,636+108.9% | $4,070+35.3% | $4,027+36.7% |
| Admin fee / account holder | $4,701 | $4,020+16.9% | $5,645-16.7% | $5,403-13.0% |