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 | $52,072 | $92,222-43.5% | $76,768-32.2% | $135,375-61.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.56% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,383 | $3,216-57.0% | $2,485-44.3% | $4,779-71.1% |
| Participant deferral / active EE | $2,545 | $4,509-43.6% | $3,852-33.9% | $5,609-54.6% |
| Admin fee / account holder | $2,124 | $10,748-80.2% | $6,675-68.2% | $10,827-80.4% |