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 | $58,900 | $73,102-19.4% | $123,544-52.3% | $56,287+4.6% |
| Participation rate | 70.2% | 74.3%-4.1pp | 82.3%-12.1pp | 69.9%+0.3pp |
| Annual return | -6.61% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,496 | $2,977-49.8% | $4,628-67.7% | $2,111-29.1% |
| Participant deferral / active EE | $2,928 | $5,423-46.0% | $6,426-54.4% | $3,350-12.6% |
| Admin fee / account holder | $2,067 | $554+273.3% | $9,284-77.7% | $521+296.8% |