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 9-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 | $50,572 | $59,805-15.4% | $79,550-36.4% | $68,494-26.2% |
| Participation rate | 72.4% | 61.1%+11.3pp | 69.5%+2.9pp | 67.9%+4.5pp |
| Annual return | -13.60% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,212 | $1,505-19.5% | $2,413-49.8% | $2,596-53.3% |
| Participant deferral / active EE | $3,986 | $3,024+31.8% | $3,9850% | $4,027-1.0% |
| Admin fee / account holder | $4,222 | $4,835-12.7% | $6,832-38.2% | $5,403-21.9% |