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 | $74,290 | $167,484-55.6% | $151,611-51.0% | $134,475-44.8% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -10.53% | 7.80%-18.3pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,772 | $6,829-44.8% | $6,166-38.8% | $4,740-20.4% |
| Participant deferral / active EE | $4,159 | $8,986-53.7% | $8,363-50.3% | $6,400-35.0% |
| Admin fee / account holder | $2,787 | $13,783-79.8% | $11,616-76.0% | $11,426-75.6% |