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 | $60,508 | $167,307-63.8% | $143,757-57.9% | $134,475-55.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.19% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,948 | $5,619-65.3% | $4,951-60.6% | $4,740-58.9% |
| Participant deferral / active EE | $3,762 | $6,446-41.6% | $5,637-33.3% | $6,400-41.2% |
| Admin fee / account holder | $2,841 | $18,088-84.3% | $14,673-80.6% | $11,426-75.1% |