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 | $58,533 | $77,813-24.8% | $123,544-52.6% | $64,186-8.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -4.92% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,779 | $3,014-41.0% | $4,628-61.6% | $2,381-25.3% |
| Participant deferral / active EE | $5,548 | $5,240+5.9% | $6,426-13.7% | $3,470+59.9% |
| Admin fee / account holder | $2,385 | $5,519-56.8% | $9,284-74.3% | $4,888-51.2% |