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 | $53,505 | $77,813-31.2% | $123,544-56.7% | $64,186-16.6% |
| Participation rate | 82.0% | 74.7%+7.3pp | 82.3%-0.3pp | 69.6%+12.4pp |
| Annual return | -3.40% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $774 | $3,014-74.3% | $4,628-83.3% | $2,381-67.5% |
| Participant deferral / active EE | $2,645 | $5,240-49.5% | $6,426-58.8% | $3,470-23.8% |
| Admin fee / account holder | $10,689 | $5,519+93.7% | $9,284+15.1% | $4,888+118.7% |