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 | $72,611 | $100,754-27.9% | $86,677-16.2% | $134,475-46.0% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -10.78% | 29.04%-39.8pp | 35.91%-46.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,019 | $3,489-42.1% | $2,836-28.8% | $4,740-57.4% |
| Participant deferral / active EE | $4,038 | $5,338-24.4% | $4,656-13.3% | $6,400-36.9% |
| Admin fee / account holder | $2,816 | $10,926-74.2% | $7,493-62.4% | $11,426-75.4% |