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 | $55,814 | $167,307-66.6% | $143,757-61.2% | $134,475-58.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.84% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,178 | $5,619-43.4% | $4,951-35.8% | $4,740-32.9% |
| Participant deferral / active EE | $5,117 | $6,446-20.6% | $5,637-9.2% | $6,400-20.0% |
| Admin fee / account holder | $3,522 | $18,088-80.5% | $14,673-76.0% | $11,426-69.2% |