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 | $68,048 | $107,791-36.9% | $90,645-24.9% | $135,375-49.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -7.90% | -0.90%-7.0pp | 1.88%-9.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,610 | $3,018-46.7% | $2,532-36.4% | $4,779-66.3% |
| Participant deferral / active EE | $4,698 | $3,872+21.3% | $3,425+37.2% | $5,609-16.2% |
| Admin fee / account holder | $313 | $5,930-94.7% | $4,994-93.7% | $10,827-97.1% |