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 | $58,288 | $83,908-30.5% | $68,509-14.9% | $125,391-53.5% |
| Participation rate | 91.3% | 78.2%+13.1pp | 74.7%+16.6pp | 83.2%+8.1pp |
| Annual return | -0.47% | 14.48%-14.9pp | 8.27%-8.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,304 | $3,031-57.0% | $2,278-42.7% | $4,866-73.2% |
| Participant deferral / active EE | $2,736 | $4,125-33.7% | $3,382-19.1% | $5,352-48.9% |
| Admin fee / account holder | $502 | $8,982-94.4% | $5,275-90.5% | $9,540-94.7% |