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 | $113,438 | $167,307-32.2% | $143,757-21.1% | $134,475-15.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -20.03% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,685 | $5,619-70.0% | $4,951-66.0% | $4,740-64.5% |
| Participant deferral / active EE | $5,381 | $6,446-16.5% | $5,637-4.5% | $6,400-15.9% |
| Admin fee / account holder | $1,240 | $18,088-93.1% | $14,673-91.6% | $11,426-89.1% |