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 | $56,489 | $71,883-21.4% | $86,677-34.8% | $68,494-17.5% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -16.17% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,016 | $2,173-53.2% | $2,836-64.2% | $2,596-60.9% |
| Participant deferral / active EE | $2,518 | $3,779-33.4% | $4,656-45.9% | $4,027-37.5% |
| Admin fee / account holder | $1,591 | $6,112-74.0% | $7,493-78.8% | $5,403-70.6% |