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 | $56,835 | $167,484-66.1% | $151,611-62.5% | $134,475-57.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -10.70% | 7.80%-18.5pp | 3.33%-14.0pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,173 | $6,829-68.2% | $6,166-64.8% | $4,740-54.2% |
| Participant deferral / active EE | $5,781 | $8,986-35.7% | $8,363-30.9% | $6,400-9.7% |
| Admin fee / account holder | $327,683 | $13,783+2277.5% | $11,616+2721.0% | $11,426+2767.9% |