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 | $58,747 | $95,862-38.7% | $79,550-26.2% | $134,475-56.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.87% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $699 | $3,128-77.6% | $2,413-71.0% | $4,740-85.2% |
| Participant deferral / active EE | $3,530 | $4,693-24.8% | $3,985-11.4% | $6,400-44.8% |
| Admin fee / account holder | $561 | $9,126-93.9% | $6,832-91.8% | $11,426-95.1% |