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 | $83,653 | $167,307-50.0% | $143,757-41.8% | $134,475-37.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.44% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,064 | $5,619-63.3% | $4,951-58.3% | $4,740-56.5% |
| Participant deferral / active EE | $4,043 | $6,446-37.3% | $5,637-28.3% | $6,400-36.8% |
| Admin fee / account holder | $1,248 | $18,088-93.1% | $14,673-91.5% | $11,426-89.1% |