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 | $56,366 | $110,094-48.8% | $151,611-62.8% | $68,494-17.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -11.28% | -10.12%-1.2pp | 3.33%-14.6pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,228 | $4,471-50.2% | $6,166-63.9% | $2,596-14.2% |
| Participant deferral / active EE | $5,416 | $6,527-17.0% | $8,363-35.2% | $4,027+34.5% |
| Admin fee / account holder | $13,960 | $7,719+80.9% | $11,616+20.2% | $5,403+158.4% |