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 | $75,231 | $100,754-25.3% | $86,677-13.2% | $134,475-44.1% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -14.04% | 29.04%-43.1pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,688 | $3,489-51.6% | $2,836-40.5% | $4,740-64.4% |
| Participant deferral / active EE | $6,311 | $5,338+18.2% | $4,656+35.6% | $6,400-1.4% |
| Admin fee / account holder | $3,561 | $10,926-67.4% | $7,493-52.5% | $11,426-68.8% |