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 | $57,245 | $97,044-41.0% | $83,333-31.3% | $135,375-57.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.28% | 12.31%-16.6pp | 10.63%-14.9pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,293 | $4,143-68.8% | $3,379-61.7% | $4,779-72.9% |
| Participant deferral / active EE | $2,709 | $5,964-54.6% | $5,565-51.3% | $5,609-51.7% |
| Admin fee / account holder | $18,359 | $8,380+119.1% | $7,510+144.5% | $10,827+69.6% |