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 | $65,593 | $95,862-31.6% | $79,550-17.5% | $134,475-51.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.53% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,041 | $3,128-34.7% | $2,413-15.4% | $4,740-56.9% |
| Participant deferral / active EE | $3,908 | $4,693-16.7% | $3,985-1.9% | $6,400-38.9% |
| Admin fee / account holder | $4,236 | $9,126-53.6% | $6,832-38.0% | $11,426-62.9% |