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 | $83,101 | $167,484-50.4% | $151,611-45.2% | $134,475-38.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -4.53% | 7.80%-12.3pp | 3.33%-7.9pp | 417.96%-422.5pp |
| Employer contribution / active EE | $3,468 | $6,829-49.2% | $6,166-43.8% | $4,740-26.8% |
| Participant deferral / active EE | $11,614 | $8,986+29.3% | $8,363+38.9% | $6,400+81.5% |
| Admin fee / account holder | $63,309 | $13,783+359.3% | $11,616+445.0% | $11,426+454.1% |