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 | $76,473 | $211,958-63.9% | $169,463-54.9% | $135,375-43.5% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -7.82% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,967 | $5,120-61.6% | $4,159-52.7% | $4,779-58.8% |
| Participant deferral / active EE | $4,913 | $6,075-19.1% | $5,277-6.9% | $5,609-12.4% |
| Admin fee / account holder | $419 | $11,471-96.3% | $9,109-95.4% | $10,827-96.1% |