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 | $58,021 | $113,935-49.1% | $94,224-38.4% | $125,391-53.7% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -0.05% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $960 | $4,727-79.7% | $3,587-73.2% | $4,866-80.3% |
| Participant deferral / active EE | $2,997 | $5,179-42.1% | $4,320-30.6% | $5,352-44.0% |
| Admin fee / account holder | $3,138 | $8,391-62.6% | $6,269-49.9% | $9,540-67.1% |