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 | $51,716 | $64,707-20.1% | $112,228-53.9% | $68,494-24.5% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | -10.14% | -11.40%+1.3pp | 27.45%-37.6pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,771 | $2,746-35.5% | $3,635-51.3% | $2,596-31.8% |
| Participant deferral / active EE | $4,241 | $3,565+19.0% | $4,728-10.3% | $4,027+5.3% |
| Admin fee / account holder | $666 | $5,232-87.3% | $6,410-89.6% | $5,403-87.7% |