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 | $75,217 | $167,484-55.1% | $151,611-50.4% | $134,475-44.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.64% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $14,217 | $6,829+108.2% | $6,166+130.6% | $4,740+200.0% |
| Participant deferral / active EE | $6,771 | $8,986-24.7% | $8,363-19.0% | $6,400+5.8% |
| Admin fee / account holder | $35,750 | $13,783+159.4% | $11,616+207.8% | $11,426+212.9% |