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 | $89,387 | $167,307-46.6% | $143,757-37.8% | $134,475-33.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -10.42% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,917 | $5,619-48.1% | $4,951-41.1% | $4,740-38.5% |
| Participant deferral / active EE | $9,870 | $6,446+53.1% | $5,637+75.1% | $6,400+54.2% |
| Admin fee / account holder | $8,200 | $18,088-54.7% | $14,673-44.1% | $11,426-28.2% |