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 | $52,706 | $113,935-53.7% | $94,224-44.1% | $125,391-58.0% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | -1.72% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,439 | $4,727-69.6% | $3,587-59.9% | $4,866-70.4% |
| Participant deferral / active EE | $2,237 | $5,179-56.8% | $4,320-48.2% | $5,352-58.2% |
| Admin fee / account holder | $6,054 | $8,391-27.8% | $6,269-3.4% | $9,540-36.5% |