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 | $74,693 | $167,307-55.4% | $143,757-48.0% | $134,475-44.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.34% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,918 | $5,619-65.9% | $4,951-61.3% | $4,740-59.5% |
| Participant deferral / active EE | $3,114 | $6,446-51.7% | $5,637-44.8% | $6,400-51.3% |
| Admin fee / account holder | $1,509 | $18,088-91.7% | $14,673-89.7% | $11,426-86.8% |