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 | $65,823 | $167,484-60.7% | $151,611-56.6% | $134,475-51.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.36% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,414 | $6,829-64.7% | $6,166-60.9% | $4,740-49.1% |
| Participant deferral / active EE | $8,195 | $8,986-8.8% | $8,363-2.0% | $6,400+28.0% |
| Admin fee / account holder | $1,492 | $13,783-89.2% | $11,616-87.2% | $11,426-86.9% |