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 | $49,511 | $71,883-31.1% | $86,677-42.9% | $68,494-27.7% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -17.38% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,119 | $2,173-2.5% | $2,836-25.3% | $2,596-18.4% |
| Participant deferral / active EE | $3,807 | $3,779+0.8% | $4,656-18.2% | $4,027-5.5% |
| Admin fee / account holder | $2,898 | $6,112-52.6% | $7,493-61.3% | $5,403-46.4% |