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 | $90,231 | $167,307-46.1% | $143,757-37.2% | $134,475-32.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.59% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,020 | $5,619-46.3% | $4,951-39.0% | $4,740-36.3% |
| Participant deferral / active EE | $6,615 | $6,446+2.6% | $5,637+17.4% | $6,400+3.4% |
| Admin fee / account holder | $42,717 | $18,088+136.2% | $14,673+191.1% | $11,426+273.9% |