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 | $66,702 | $95,862-30.4% | $79,550-16.2% | $134,475-50.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -15.31% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,405 | $3,128+104.7% | $2,413+165.4% | $4,740+35.1% |
| Participant deferral / active EE | $4,463 | $4,693-4.9% | $3,985+12.0% | $6,400-30.3% |
| Admin fee / account holder | $12,537 | $9,126+37.4% | $6,832+83.5% | $11,426+9.7% |