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 | $54,524 | $140,588-61.2% | $123,104-55.7% | $125,391-56.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -1.78% | 16.80%-18.6pp | 13.22%-15.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,615 | $6,041-73.3% | $5,151-68.7% | $4,866-66.8% |
| Participant deferral / active EE | $3,885 | $6,980-44.3% | $6,230-37.6% | $5,352-27.4% |
| Admin fee / account holder | $4,294 | $11,198-61.7% | $9,015-52.4% | $9,540-55.0% |