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 | $83,420 | $158,817-47.5% | $121,196-31.2% | $135,375-38.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -4.12% | -0.64%-3.5pp | 16.93%-21.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $532 | $5,665-90.6% | $4,022-86.8% | $4,779-88.9% |
| Participant deferral / active EE | $5,325 | $4,005+33.0% | $3,344+59.2% | $5,609-5.1% |
| Admin fee / account holder | $509 | $6,512-92.2% | $5,019-89.9% | $10,827-95.3% |