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 | $47,772 | $85,790-44.3% | $67,313-29.0% | $135,375-64.7% |
| Participation rate | 82.4% | 76.5%+5.9pp | 69.1%+13.3pp | 82.6%-0.3pp |
| Annual return | -7.80% | -0.54%-7.3pp | -4.08%-3.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,765 | $3,487-49.4% | $2,566-31.2% | $4,779-63.1% |
| Participant deferral / active EE | $4,513 | $4,651-3.0% | $3,568+26.5% | $5,609-19.5% |
| Admin fee / account holder | $8,949 | $6,392+40.0% | $4,507+98.6% | $10,827-17.3% |