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 | $55,974 | $45,863+22.0% | $77,024-27.3% | $68,494-18.3% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -12.32% | 1.72%-14.0pp | 42.32%-54.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,502 | $1,650+112.3% | $2,812+24.5% | $2,596+34.9% |
| Participant deferral / active EE | $5,491 | $2,962+85.4% | $4,426+24.0% | $4,027+36.3% |
| Admin fee / account holder | $47,433 | $3,041+1460.0% | $5,425+774.3% | $5,403+778.0% |