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 | $76,533 | $131,829-41.9% | $108,579-29.5% | $273,961-72.1% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 5.60% | -91.57%+97.2pp | -51.70%+57.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,101 | $4,912-57.2% | $3,758-44.1% | $4,869-56.8% |
| Participant deferral / active EE | $2,208 | $5,127-56.9% | $4,311-48.8% | $5,287-58.2% |
| Admin fee / account holder | $7,811 | $10,252-23.8% | $7,645+2.2% | $10,132-22.9% |