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 | $44,281 | $82,664-46.4% | $125,339-64.7% | $68,494-35.4% |
| Participation rate | 89.6% | 75.0%+14.6pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -12.11% | -5.97%-6.1pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,634 | $3,381+7.5% | $4,814-24.5% | $2,596+40.0% |
| Participant deferral / active EE | $4,972 | $6,110-18.6% | $7,446-33.2% | $4,027+23.5% |
| Admin fee / account holder | $3,649 | $6,275-41.9% | $10,010-63.5% | $5,403-32.5% |