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 | $61,297 | $107,791-43.1% | $90,645-32.4% | $135,375-54.7% |
| Participation rate | 82.6% | 78.0%+4.6pp | 74.0%+8.6pp | 82.6%0pp |
| Annual return | -4.18% | -0.90%-3.3pp | 1.88%-6.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $610 | $3,018-79.8% | $2,532-75.9% | $4,779-87.2% |
| Participant deferral / active EE | $3,101 | $3,872-19.9% | $3,425-9.4% | $5,609-44.7% |
| Admin fee / account holder | $3,599 | $5,930-39.3% | $4,994-27.9% | $10,827-66.8% |