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 | $40,045 | $81,900-51.1% | $119,609-66.5% | $68,494-41.5% |
| Participation rate | 80.3% | 71.9%+8.4pp | 79.3%+1.0pp | 67.9%+12.4pp |
| Annual return | -15.28% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,380 | $2,693+62.6% | $4,232+3.5% | $2,596+68.7% |
| Participant deferral / active EE | $4,293 | $4,148+3.5% | $5,602-23.4% | $4,027+6.6% |
| Admin fee / account holder | $2,353 | $6,582-64.2% | $10,323-77.2% | $5,403-56.4% |