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 | $55,117 | $82,286-33.0% | $68,791-19.9% | $134,475-59.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -17.32% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,003 | $3,301-39.3% | $2,655-24.6% | $4,740-57.7% |
| Participant deferral / active EE | $4,921 | $4,739+3.8% | $3,941+24.9% | $6,400-23.1% |
| Admin fee / account holder | $2,968 | $6,481-54.2% | $4,932-39.8% | $11,426-74.0% |