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 | $57,638 | $72,404-20.4% | $110,238-47.7% | $64,186-10.2% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.6%+17.7pp |
| Annual return | -3.78% | -6.29%+2.5pp | 314.74%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,347 | $2,282-41.0% | $3,826-64.8% | $2,381-43.4% |
| Participant deferral / active EE | $5,541 | $3,469+59.7% | $4,672+18.6% | $3,470+59.7% |
| Admin fee / account holder | $23,998 | $5,664+323.7% | $8,547+180.8% | $4,888+391.0% |