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 | $54,295 | $158,817-65.8% | $121,196-55.2% | $135,375-59.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.7%+19.2pp | 82.6%+8.3pp |
| Annual return | -2.76% | -0.64%-2.1pp | 16.93%-19.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $399 | $5,665-93.0% | $4,022-90.1% | $4,779-91.6% |
| Participant deferral / active EE | $2,425 | $4,005-39.5% | $3,344-27.5% | $5,609-56.8% |
| Admin fee / account holder | $4,296 | $6,512-34.0% | $5,019-14.4% | $10,827-60.3% |