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 8-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 | $70,580 | $167,307-57.8% | $143,757-50.9% | $134,475-47.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.78% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,515 | $5,619-73.0% | $4,951-69.4% | $4,740-68.0% |
| Participant deferral / active EE | $6,532 | $6,446+1.3% | $5,637+15.9% | $6,400+2.1% |
| Admin fee / account holder | $669 | $18,088-96.3% | $14,673-95.4% | $11,426-94.1% |