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 | $54,504 | $81,900-33.5% | $119,609-54.4% | $68,494-20.4% |
| Participation rate | 93.5% | 71.9%+21.6pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | -12.75% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,399 | $2,693-48.1% | $4,232-66.9% | $2,596-46.1% |
| Participant deferral / active EE | $2,560 | $4,148-38.3% | $5,602-54.3% | $4,027-36.4% |
| Admin fee / account holder | $6,310 | $6,582-4.1% | $10,323-38.9% | $5,403+16.8% |