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 | $47,251 | $59,805-21.0% | $79,550-40.6% | $68,494-31.0% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.5%+17.6pp | 67.9%+19.2pp |
| Annual return | -13.91% | -12.30%-1.6pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,397 | $1,505+192.2% | $2,413+82.2% | $2,596+69.4% |
| Participant deferral / active EE | $3,492 | $3,024+15.5% | $3,985-12.4% | $4,027-13.3% |
| Admin fee / account holder | $748 | $4,835-84.5% | $6,832-89.1% | $5,403-86.2% |