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 | $60,355 | $83,908-28.1% | $68,509-11.9% | $125,391-51.9% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -3.02% | 14.48%-17.5pp | 8.27%-11.3pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,193 | $3,031-60.6% | $2,278-47.6% | $4,866-75.5% |
| Participant deferral / active EE | $4,120 | $4,125-0.1% | $3,382+21.8% | $5,352-23.0% |
| Admin fee / account holder | $408 | $8,982-95.5% | $5,275-92.3% | $9,540-95.7% |