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 9-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 | $86,027 | $113,935-24.5% | $94,224-8.7% | $125,391-31.4% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -2.07% | 5.29%-7.4pp | 10.68%-12.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,064 | $4,727-35.2% | $3,587-14.6% | $4,866-37.0% |
| Participant deferral / active EE | $5,979 | $5,179+15.5% | $4,320+38.4% | $5,352+11.7% |
| Admin fee / account holder | $634 | $8,391-92.4% | $6,269-89.9% | $9,540-93.4% |