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 | $61,334 | $99,032-38.1% | $80,019-23.4% | $135,375-54.7% |
| Participation rate | 86.7% | 78.4%+8.3pp | 75.8%+10.8pp | 82.6%+4.0pp |
| Annual return | -7.28% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,857 | $4,282+60.1% | $3,686+86.0% | $5,609+22.3% |
| Admin fee / account holder | $4,010 | $10,436-61.6% | $6,521-38.5% | $10,827-63.0% |