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 | $75,616 | $133,958-43.6% | $112,228-32.6% | $134,475-43.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -16.53% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,018 | $4,038-25.3% | $3,635-17.0% | $4,740-36.3% |
| Participant deferral / active EE | $4,688 | $5,291-11.4% | $4,728-0.9% | $6,400-26.8% |
| Admin fee / account holder | $1,235 | $7,489-83.5% | $6,410-80.7% | $11,426-89.2% |