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 | $61,399 | $73,867-16.9% | $143,757-57.3% | $68,494-10.4% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -9.41% | 1.01%-10.4pp | -0.04%-9.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,549 | $3,184-51.3% | $4,951-68.7% | $2,596-40.3% |
| Participant deferral / active EE | $3,906 | $3,384+15.4% | $5,637-30.7% | $4,027-3.0% |
| Admin fee / account holder | $49,646 | $5,755+762.7% | $14,673+238.4% | $5,403+818.9% |