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 | $50,388 | $131,829-61.8% | $108,579-53.6% | $273,961-81.6% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 8.11% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,546 | $4,912-68.5% | $3,758-58.9% | $4,869-68.2% |
| Participant deferral / active EE | $3,513 | $5,127-31.5% | $4,311-18.5% | $5,287-33.6% |
| Admin fee / account holder | $985 | $10,252-90.4% | $7,645-87.1% | $10,132-90.3% |