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 | $52,859 | $85,790-38.4% | $67,313-21.5% | $135,375-61.0% |
| Participation rate | 81.0% | 76.5%+4.5pp | 69.1%+11.9pp | 82.6%-1.7pp |
| Annual return | -5.74% | -0.54%-5.2pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,903 | $3,487-45.4% | $2,566-25.8% | $4,779-60.2% |
| Participant deferral / active EE | $5,607 | $4,651+20.6% | $3,568+57.1% | $5,6090% |
| Admin fee / account holder | $5,153 | $6,392-19.4% | $4,507+14.3% | $10,827-52.4% |