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 | $49,831 | $95,193-47.7% | $76,523-34.9% | $135,375-63.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -8.62% | 4.85%-13.5pp | -0.27%-8.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,511 | $3,302-54.2% | $2,647-42.9% | $4,779-68.4% |
| Participant deferral / active EE | $2,216 | $4,639-52.2% | $3,835-42.2% | $5,609-60.5% |
| Admin fee / account holder | $6,731 | $6,249+7.7% | $4,848+38.8% | $10,827-37.8% |