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 | $50,890 | $167,307-69.6% | $143,757-64.6% | $134,475-62.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.01% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,462 | $5,619+32.8% | $4,951+50.7% | $4,740+57.4% |
| Participant deferral / active EE | $5,505 | $6,446-14.6% | $5,637-2.3% | $6,400-14.0% |
| Admin fee / account holder | $1,208 | $18,088-93.3% | $14,673-91.8% | $11,426-89.4% |