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 | $51,554 | $95,971-46.3% | $74,550-30.8% | $135,375-61.9% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.57% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $528 | $2,716-80.6% | $1,961-73.1% | $4,779-89.0% |
| Participant deferral / active EE | $3,505 | $3,843-8.8% | $3,108+12.8% | $5,609-37.5% |
| Admin fee / account holder | $5,446 | $6,522-16.5% | $5,060+7.6% | $10,827-49.7% |