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 | $64,866 | $142,344-54.4% | $119,609-45.8% | $134,475-51.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.13% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,974 | $5,222-62.2% | $4,232-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $4,375 | $6,469-32.4% | $5,602-21.9% | $6,400-31.6% |
| Admin fee / account holder | $2,825 | $13,584-79.2% | $10,323-72.6% | $11,426-75.3% |