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 | $76,712 | $100,754-23.9% | $86,677-11.5% | $134,475-43.0% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -3.66% | 29.04%-32.7pp | 35.91%-39.6pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,208 | $3,489-65.4% | $2,836-57.4% | $4,740-74.5% |
| Participant deferral / active EE | $4,870 | $5,338-8.8% | $4,656+4.6% | $6,400-23.9% |
| Admin fee / account holder | $5,719 | $10,926-47.7% | $7,493-23.7% | $11,426-50.0% |