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 | $45,109 | $110,094-59.0% | $151,611-70.2% | $68,494-34.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -18.07% | -10.12%-8.0pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,955 | $4,471-56.3% | $6,166-68.3% | $2,596-24.7% |
| Participant deferral / active EE | $5,671 | $6,527-13.1% | $8,363-32.2% | $4,027+40.8% |
| Admin fee / account holder | $745 | $7,719-90.3% | $11,616-93.6% | $5,403-86.2% |