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 4-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 | $56,470 | $82,664-31.7% | $125,339-54.9% | $68,494-17.6% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -5.22% | -5.97%+0.7pp | 572.05%-577.3pp | -7.84%+2.6pp |
| Employer contribution / active EE | $1,380 | $3,381-59.2% | $4,814-71.3% | $2,596-46.8% |
| Participant deferral / active EE | $5,033 | $6,110-17.6% | $7,446-32.4% | $4,027+25.0% |
| Admin fee / account holder | $799 | $6,275-87.3% | $10,010-92.0% | $5,403-85.2% |