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 | $52,199 | $73,867-29.3% | $143,757-63.7% | $68,494-23.8% |
| Participation rate | 74.6% | 66.7%+8.0pp | 80.3%-5.7pp | 67.9%+6.7pp |
| Annual return | -11.70% | 1.01%-12.7pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,438 | $3,184-23.4% | $4,951-50.8% | $2,596-6.1% |
| Participant deferral / active EE | $2,946 | $3,384-13.0% | $5,637-47.7% | $4,027-26.9% |
| Admin fee / account holder | $4,311 | $5,755-25.1% | $14,673-70.6% | $5,403-20.2% |