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 | $48,416 | $81,900-40.9% | $119,609-59.5% | $68,494-29.3% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $878 | $2,693-67.4% | $4,232-79.2% | $2,596-66.2% |
| Participant deferral / active EE | $4,736 | $4,148+14.2% | $5,602-15.5% | $4,027+17.6% |
| Admin fee / account holder | $3,012 | $6,582-54.2% | $10,323-70.8% | $5,403-44.3% |