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 | $70,328 | $110,094-36.1% | $151,611-53.6% | $68,494+2.7% |
| Participation rate | 75.5% | 84.0%-8.5pp | 87.5%-12.0pp | 67.9%+7.6pp |
| Annual return | -1.86% | -10.12%+8.3pp | 3.33%-5.2pp | -7.84%+6.0pp |
| Employer contribution / active EE | $3,380 | $4,471-24.4% | $6,166-45.2% | $2,596+30.2% |
| Participant deferral / active EE | $6,265 | $6,527-4.0% | $8,363-25.1% | $4,027+55.6% |
| Admin fee / account holder | $11,194 | $7,719+45.0% | $11,616-3.6% | $5,403+107.2% |