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 | $61,278 | $100,754-39.2% | $86,677-29.3% | $134,475-54.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.72% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,200 | $3,489-65.6% | $2,836-57.7% | $4,740-74.7% |
| Participant deferral / active EE | $1,920 | $5,338-64.0% | $4,656-58.8% | $6,400-70.0% |
| Admin fee / account holder | $1,224 | $10,926-88.8% | $7,493-83.7% | $11,426-89.3% |