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 | $50,005 | $73,867-32.3% | $143,757-65.2% | $68,494-27.0% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -14.00% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,047 | $3,184-67.1% | $4,951-78.9% | $2,596-59.7% |
| Participant deferral / active EE | $3,934 | $3,384+16.2% | $5,637-30.2% | $4,027-2.3% |
| Admin fee / account holder | $6,278 | $5,755+9.1% | $14,673-57.2% | $5,403+16.2% |