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 | $61,482 | $77,813-21.0% | $123,544-50.2% | $64,186-4.2% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -4.20% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,652 | $3,014-45.2% | $4,628-64.3% | $2,381-30.6% |
| Participant deferral / active EE | $3,313 | $5,240-36.8% | $6,426-48.4% | $3,470-4.5% |
| Admin fee / account holder | $11,048 | $5,519+100.2% | $9,284+19.0% | $4,888+126.0% |