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 | $70,788 | $167,484-57.7% | $151,611-53.3% | $134,475-47.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -13.37% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,788 | $6,829-59.2% | $6,166-54.8% | $4,740-41.2% |
| Participant deferral / active EE | $5,070 | $8,986-43.6% | $8,363-39.4% | $6,400-20.8% |
| Admin fee / account holder | $691 | $13,783-95.0% | $11,616-94.1% | $11,426-94.0% |