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 | $78,429 | $99,032-20.8% | $80,019-2.0% | $135,375-42.1% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | -5.41% | 15.39%-20.8pp | 11.22%-16.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,430 | $3,043-53.0% | $2,468-42.0% | $4,779-70.1% |
| Participant deferral / active EE | $2,304 | $4,282-46.2% | $3,686-37.5% | $5,609-58.9% |
| Admin fee / account holder | $7,244 | $10,436-30.6% | $6,521+11.1% | $10,827-33.1% |