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 | $85,764 | $167,307-48.7% | $143,757-40.3% | $134,475-36.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.30% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,272 | $5,619-77.4% | $4,951-74.3% | $4,740-73.2% |
| Participant deferral / active EE | $6,039 | $6,446-6.3% | $5,637+7.1% | $6,400-5.6% |
| Admin fee / account holder | $1,086 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |