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 | $68,065 | $167,307-59.3% | $143,757-52.7% | $134,475-49.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.00% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,090 | $5,619+8.4% | $4,951+23.0% | $4,740+28.5% |
| Participant deferral / active EE | $3,243 | $6,446-49.7% | $5,637-42.5% | $6,400-49.3% |
| Admin fee / account holder | $1,075 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |