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 | $69,354 | $95,862-27.7% | $79,550-12.8% | $134,475-48.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -12.74% | -2.69%-10.1pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $965 | $3,128-69.1% | $2,413-60.0% | $4,740-79.6% |
| Participant deferral / active EE | $3,508 | $4,693-25.2% | $3,985-12.0% | $6,400-45.2% |
| Admin fee / account holder | $22,656 | $9,126+148.2% | $6,832+231.6% | $11,426+98.3% |