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 | $54,988 | $91,538-39.9% | $129,995-57.7% | $75,163-26.8% |
| Participation rate | 77.2% | 71.4%+5.8pp | 78.5%-1.3pp | 67.2%+10.0pp |
| Annual return | 19.69% | -631.11%+650.8pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,836 | $2,845-35.5% | $4,320-57.5% | $2,670-31.2% |
| Participant deferral / active EE | $3,406 | $4,341-21.5% | $5,820-41.5% | $4,125-17.4% |
| Admin fee / account holder | $1,314 | $6,790-80.6% | $10,614-87.6% | $5,651-76.7% |