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 | $66,396 | $167,484-60.4% | $151,611-56.2% | $134,475-50.6% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -18.38% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,125 | $6,829-54.2% | $6,166-49.3% | $4,740-34.1% |
| Participant deferral / active EE | $8,116 | $8,986-9.7% | $8,363-3.0% | $6,400+26.8% |
| Admin fee / account holder | $2,864 | $13,783-79.2% | $11,616-75.3% | $11,426-74.9% |