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 | $68,032 | $142,344-52.2% | $119,609-43.1% | $134,475-49.4% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | 8.94% | -12.44%+21.4pp | -14.97%+23.9pp | 417.96%-409.0pp |
| Employer contribution / active EE | $2,454 | $5,222-53.0% | $4,232-42.0% | $4,740-48.2% |
| Participant deferral / active EE | $4,829 | $6,469-25.4% | $5,602-13.8% | $6,400-24.5% |
| Admin fee / account holder | $25,540 | $13,584+88.0% | $10,323+147.4% | $11,426+123.5% |