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 | $74,377 | $97,044-23.4% | $83,333-10.7% | $135,375-45.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.90% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $881 | $4,143-78.7% | $3,379-73.9% | $4,779-81.6% |
| Participant deferral / active EE | $2,258 | $5,964-62.1% | $5,565-59.4% | $5,609-59.7% |
| Admin fee / account holder | $36,921 | $8,380+340.6% | $7,510+391.6% | $10,827+241.0% |