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 | $50,759 | $110,094-53.9% | $151,611-66.5% | $68,494-25.9% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -1.44% | -10.12%+8.7pp | 3.33%-4.8pp | -7.84%+6.4pp |
| Employer contribution / active EE | $2,557 | $4,471-42.8% | $6,166-58.5% | $2,596-1.5% |
| Participant deferral / active EE | $6,849 | $6,527+4.9% | $8,363-18.1% | $4,027+70.1% |
| Admin fee / account holder | $11,912 | $7,719+54.3% | $11,616+2.6% | $5,403+120.5% |