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 | $50,693 | $113,935-55.5% | $94,224-46.2% | $125,391-59.6% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -2.09% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,226 | $4,727-52.9% | $3,587-37.9% | $4,866-54.3% |
| Participant deferral / active EE | $5,695 | $5,179+10.0% | $4,320+31.8% | $5,352+6.4% |
| Admin fee / account holder | $4,237 | $8,391-49.5% | $6,269-32.4% | $9,540-55.6% |