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 | $72,531 | $110,094-34.1% | $151,611-52.2% | $68,494+5.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -10.75% | -10.12%-0.6pp | 3.33%-14.1pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,277 | $4,471-49.1% | $6,166-63.1% | $2,596-12.3% |
| Participant deferral / active EE | $3,433 | $6,527-47.4% | $8,363-59.0% | $4,027-14.8% |
| Admin fee / account holder | $1,303 | $7,719-83.1% | $11,616-88.8% | $5,403-75.9% |