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 | $52,850 | $92,222-42.7% | $76,768-31.2% | $135,375-61.0% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,794 | $3,216-44.2% | $2,485-27.8% | $4,779-62.5% |
| Participant deferral / active EE | $5,494 | $4,509+21.9% | $3,852+42.7% | $5,609-2.0% |
| Admin fee / account holder | $2,148 | $10,748-80.0% | $6,675-67.8% | $10,827-80.2% |