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 | $73,392 | $92,222-20.4% | $76,768-4.4% | $135,375-45.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -0.51% | 5.46%-6.0pp | 2.43%-2.9pp | 519.73%-520.2pp |
| Employer contribution / active EE | $1,403 | $3,216-56.4% | $2,485-43.6% | $4,779-70.6% |
| Participant deferral / active EE | $3,535 | $4,509-21.6% | $3,852-8.2% | $5,609-37.0% |
| Admin fee / account holder | $13,192 | $10,748+22.7% | $6,675+97.6% | $10,827+21.8% |