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 | $67,158 | $92,222-27.2% | $76,768-12.5% | $135,375-50.4% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -3.41% | 5.46%-8.9pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $619 | $3,216-80.7% | $2,485-75.1% | $4,779-87.0% |
| Participant deferral / active EE | $1,731 | $4,509-61.6% | $3,852-55.1% | $5,609-69.1% |
| Admin fee / account holder | $500 | $10,748-95.3% | $6,675-92.5% | $10,827-95.4% |