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 | $70,751 | $167,484-57.8% | $151,611-53.3% | $134,475-47.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -11.74% | 7.80%-19.5pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,936 | $6,829-71.7% | $6,166-68.6% | $4,740-59.2% |
| Participant deferral / active EE | $5,795 | $8,986-35.5% | $8,363-30.7% | $6,400-9.5% |
| Admin fee / account holder | $655 | $13,783-95.3% | $11,616-94.4% | $11,426-94.3% |