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 | $63,090 | $211,958-70.2% | $169,463-62.8% | $135,375-53.4% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -5.61% | 3.26%-8.9pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,959 | $5,120-42.2% | $4,159-28.9% | $4,779-38.1% |
| Participant deferral / active EE | $4,301 | $6,075-29.2% | $5,277-18.5% | $5,609-23.3% |
| Admin fee / account holder | $7,654 | $11,471-33.3% | $9,109-16.0% | $10,827-29.3% |