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 | $55,784 | $73,867-24.5% | $143,757-61.2% | $68,494-18.6% |
| Participation rate | 76.1% | 66.7%+9.4pp | 80.3%-4.2pp | 67.9%+8.2pp |
| Annual return | -14.22% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,236 | $3,184-61.2% | $4,951-75.0% | $2,596-52.4% |
| Participant deferral / active EE | $3,991 | $3,384+17.9% | $5,637-29.2% | $4,027-0.9% |
| Admin fee / account holder | $5,559 | $5,755-3.4% | $14,673-62.1% | $5,403+2.9% |