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 | $49,732 | $73,867-32.7% | $143,757-65.4% | $68,494-27.4% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -18.87% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,178 | $3,184-63.0% | $4,951-76.2% | $2,596-54.6% |
| Participant deferral / active EE | $2,689 | $3,384-20.5% | $5,637-52.3% | $4,027-33.2% |
| Admin fee / account holder | $6,546 | $5,755+13.8% | $14,673-55.4% | $5,403+21.2% |