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 | $67,864 | $167,307-59.4% | $143,757-52.8% | $134,475-49.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.75% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,540 | $5,619-72.6% | $4,951-68.9% | $4,740-67.5% |
| Participant deferral / active EE | $4,660 | $6,446-27.7% | $5,637-17.3% | $6,400-27.2% |
| Admin fee / account holder | $3,907 | $18,088-78.4% | $14,673-73.4% | $11,426-65.8% |