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 | $54,499 | $142,344-61.7% | $119,609-54.4% | $134,475-59.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -7.94% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,267 | $5,222-75.7% | $4,232-70.1% | $4,740-73.3% |
| Participant deferral / active EE | $3,054 | $6,469-52.8% | $5,602-45.5% | $6,400-52.3% |
| Admin fee / account holder | $864 | $13,584-93.6% | $10,323-91.6% | $11,426-92.4% |