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 | $79,463 | $167,307-52.5% | $143,757-44.7% | $134,475-40.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -11.53% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,460 | $5,619-38.4% | $4,951-30.1% | $4,740-27.0% |
| Participant deferral / active EE | $10,235 | $6,446+58.8% | $5,637+81.6% | $6,400+59.9% |
| Admin fee / account holder | $642 | $18,088-96.5% | $14,673-95.6% | $11,426-94.4% |