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 | $71,923 | $91,911-21.7% | $68,793+4.5% | $135,375-46.9% |
| Participation rate | 73.3% | 76.7%-3.4pp | 72.2%+1.1pp | 82.6%-9.3pp |
| Annual return | -8.27% | -8.22%-0.1pp | -4.63%-3.6pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,451 | $3,924-63.0% | $2,625-44.7% | $4,779-69.6% |
| Participant deferral / active EE | $2,566 | $4,315-40.5% | $3,311-22.5% | $5,609-54.3% |
| Admin fee / account holder | $2,323 | $9,240-74.9% | $5,131-54.7% | $10,827-78.5% |