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 | $53,287 | $97,044-45.1% | $83,333-36.1% | $135,375-60.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.19% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $862 | $4,143-79.2% | $3,379-74.5% | $4,779-82.0% |
| Participant deferral / active EE | $2,603 | $5,964-56.4% | $5,565-53.2% | $5,609-53.6% |
| Admin fee / account holder | $1,693 | $8,380-79.8% | $7,510-77.5% | $10,827-84.4% |