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 | $48,806 | $131,829-63.0% | $108,579-55.0% | $273,961-82.2% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 9.99% | -91.57%+101.6pp | -51.70%+61.7pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,378 | $4,912-72.0% | $3,758-63.3% | $4,869-71.7% |
| Participant deferral / active EE | $2,043 | $5,127-60.2% | $4,311-52.6% | $5,287-61.4% |
| Admin fee / account holder | $330 | $10,252-96.8% | $7,645-95.7% | $10,132-96.7% |