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 | $74,832 | $167,307-55.3% | $143,757-47.9% | $134,475-44.4% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -15.82% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,253 | $5,619-77.7% | $4,951-74.7% | $4,740-73.6% |
| Participant deferral / active EE | $6,122 | $6,446-5.0% | $5,637+8.6% | $6,400-4.3% |
| Admin fee / account holder | $8,849 | $18,088-51.1% | $14,673-39.7% | $11,426-22.6% |