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 | $69,061 | $97,044-28.8% | $83,333-17.1% | $135,375-49.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -6.65% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $649 | $4,143-84.3% | $3,379-80.8% | $4,779-86.4% |
| Participant deferral / active EE | $5,748 | $5,964-3.6% | $5,565+3.3% | $5,609+2.5% |
| Admin fee / account holder | $1,094 | $8,380-86.9% | $7,510-85.4% | $10,827-89.9% |