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 | $49,486 | $73,867-33.0% | $143,757-65.6% | $68,494-27.8% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -13.90% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,641 | $3,184-48.4% | $4,951-66.8% | $2,596-36.8% |
| Participant deferral / active EE | $2,953 | $3,384-12.8% | $5,637-47.6% | $4,027-26.7% |
| Admin fee / account holder | $1,369 | $5,755-76.2% | $14,673-90.7% | $5,403-74.7% |