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 | $48,961 | $167,307-70.7% | $143,757-65.9% | $134,475-63.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.24% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,153 | $5,619-61.7% | $4,951-56.5% | $4,740-54.6% |
| Participant deferral / active EE | $3,399 | $6,446-47.3% | $5,637-39.7% | $6,400-46.9% |
| Admin fee / account holder | $3,231 | $18,088-82.1% | $14,673-78.0% | $11,426-71.7% |