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 | $67,870 | $100,754-32.6% | $86,677-21.7% | $134,475-49.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -15.88% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,019 | $3,489-42.1% | $2,836-28.8% | $4,740-57.4% |
| Participant deferral / active EE | $6,510 | $5,338+22.0% | $4,656+39.8% | $6,400+1.7% |
| Admin fee / account holder | $5,234 | $10,926-52.1% | $7,493-30.2% | $11,426-54.2% |