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 | $49,066 | $131,829-62.8% | $108,579-54.8% | $273,961-82.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.30% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,110 | $4,912-77.4% | $3,758-70.5% | $4,869-77.2% |
| Participant deferral / active EE | $3,305 | $5,127-35.5% | $4,311-23.3% | $5,287-37.5% |
| Admin fee / account holder | $36,544 | $10,252+256.5% | $7,645+378.0% | $10,132+260.7% |