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 | $49,688 | $131,829-62.3% | $108,579-54.2% | $273,961-81.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.16% | -91.57%+98.7pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,572 | $4,912-47.6% | $3,758-31.6% | $4,869-47.2% |
| Participant deferral / active EE | $2,833 | $5,127-44.7% | $4,311-34.3% | $5,287-46.4% |
| Admin fee / account holder | $301 | $10,252-97.1% | $7,645-96.1% | $10,132-97.0% |