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 | $67,006 | $110,094-39.1% | $151,611-55.8% | $68,494-2.2% |
| Participation rate | 82.5% | 84.0%-1.4pp | 87.5%-5.0pp | 67.9%+14.7pp |
| Annual return | -9.46% | -10.12%+0.7pp | 3.33%-12.8pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,536 | $4,471-65.6% | $6,166-75.1% | $2,596-40.8% |
| Participant deferral / active EE | $3,661 | $6,527-43.9% | $8,363-56.2% | $4,027-9.1% |
| Admin fee / account holder | $7,448 | $7,719-3.5% | $11,616-35.9% | $5,403+37.8% |