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 | $53,236 | $127,386-58.2% | $115,037-53.7% | $125,391-57.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -1.54% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $7,628 | $5,166+47.7% | $4,608+65.5% | $4,866+56.8% |
| Participant deferral / active EE | $3,414 | $6,423-46.8% | $6,026-43.4% | $5,352-36.2% |
| Admin fee / account holder | $8,154 | $9,516-14.3% | $8,175-0.3% | $9,540-14.5% |