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 | $49,290 | $84,527-41.7% | $67,711-27.2% | $125,391-60.7% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -3.46% | 2.57%-6.0pp | 25.41%-28.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,613 | $3,292-51.0% | $2,559-37.0% | $4,866-66.9% |
| Participant deferral / active EE | $5,259 | $4,429+18.7% | $3,585+46.7% | $5,352-1.7% |
| Admin fee / account holder | $1,657 | $5,340-69.0% | $4,255-61.0% | $9,540-82.6% |