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 | $52,830 | $72,404-27.0% | $110,238-52.1% | $64,186-17.7% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.8pp |
| Annual return | -6.14% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,912 | $2,282+27.6% | $3,826-23.9% | $2,381+22.3% |
| Participant deferral / active EE | $6,611 | $3,469+90.6% | $4,672+41.5% | $3,470+90.5% |
| Admin fee / account holder | $11,456 | $5,664+102.2% | $8,547+34.0% | $4,888+134.4% |