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 | $54,270 | $77,813-30.3% | $123,544-56.1% | $64,186-15.4% |
| Participation rate | 91.4% | 74.7%+16.6pp | 82.3%+9.1pp | 69.6%+21.8pp |
| Annual return | -6.47% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,867 | $3,014-4.9% | $4,628-38.0% | $2,381+20.4% |
| Participant deferral / active EE | $5,911 | $5,240+12.8% | $6,426-8.0% | $3,470+70.4% |
| Admin fee / account holder | $5,906 | $5,519+7.0% | $9,284-36.4% | $4,888+20.8% |