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 | $57,031 | $73,867-22.8% | $143,757-60.3% | $68,494-16.7% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -10.88% | 1.01%-11.9pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,716 | $3,184-46.1% | $4,951-65.3% | $2,596-33.9% |
| Participant deferral / active EE | $5,357 | $3,384+58.3% | $5,637-5.0% | $4,027+33.0% |
| Admin fee / account holder | $5,696 | $5,755-1.0% | $14,673-61.2% | $5,403+5.4% |