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 | $76,126 | $167,307-54.5% | $143,757-47.0% | $134,475-43.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -10.63% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,291 | $5,619-59.2% | $4,951-53.7% | $4,740-51.7% |
| Participant deferral / active EE | $5,278 | $6,446-18.1% | $5,637-6.4% | $6,400-17.5% |
| Admin fee / account holder | $4,082 | $18,088-77.4% | $14,673-72.2% | $11,426-64.3% |