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 | $55,022 | $167,484-67.1% | $151,611-63.7% | $134,475-59.1% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -11.18% | 7.80%-19.0pp | 3.33%-14.5pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,020 | $6,829-70.4% | $6,166-67.2% | $4,740-57.4% |
| Participant deferral / active EE | $4,673 | $8,986-48.0% | $8,363-44.1% | $6,400-27.0% |
| Admin fee / account holder | $3,044 | $13,783-77.9% | $11,616-73.8% | $11,426-73.4% |