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 | $59,197 | $92,222-35.8% | $76,768-22.9% | $135,375-56.3% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -2.45% | 5.46%-7.9pp | 2.43%-4.9pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,886 | $3,216-41.4% | $2,485-24.1% | $4,779-60.5% |
| Participant deferral / active EE | $2,970 | $4,509-34.1% | $3,852-22.9% | $5,609-47.0% |
| Admin fee / account holder | $18,089 | $10,748+68.3% | $6,675+171.0% | $10,827+67.1% |