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 9-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 | $72,862 | $127,386-42.8% | $115,037-36.7% | $125,391-41.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.62% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,669 | $5,166-67.7% | $4,608-63.8% | $4,866-65.7% |
| Participant deferral / active EE | $4,154 | $6,423-35.3% | $6,026-31.1% | $5,352-22.4% |
| Admin fee / account holder | $2,998 | $9,516-68.5% | $8,175-63.3% | $9,540-68.6% |