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 | $52,173 | $82,664-36.9% | $125,339-58.4% | $68,494-23.8% |
| Participation rate | 81.5% | 75.0%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -13.84% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,399 | $3,381-58.6% | $4,814-70.9% | $2,596-46.1% |
| Participant deferral / active EE | $3,902 | $6,110-36.1% | $7,446-47.6% | $4,027-3.1% |
| Admin fee / account holder | $4,869 | $6,275-22.4% | $10,010-51.4% | $5,403-9.9% |