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 | $50,002 | $41,854+19.5% | $73,843-32.3% | $52,331-4.4% |
| Participation rate | 76.4% | 66.2%+10.1pp | 73.4%+2.9pp | 68.1%+8.3pp |
| Annual return | -0.53% | 2.11%-2.6pp | 2267.84%-2268.4pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,835 | $1,920-4.4% | $2,787-34.2% | $1,882-2.5% |
| Participant deferral / active EE | $2,139 | $2,498-14.4% | $3,583-40.3% | $3,022-29.2% |
| Admin fee / account holder | $2,206 | $493+347.9% | $4,880-54.8% | $592+272.9% |