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 | $79,076 | $167,307-52.7% | $143,757-45.0% | $134,475-41.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.62% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,321 | $5,619-58.7% | $4,951-53.1% | $4,740-51.0% |
| Participant deferral / active EE | $5,472 | $6,446-15.1% | $5,637-2.9% | $6,400-14.5% |
| Admin fee / account holder | $1,048 | $18,088-94.2% | $14,673-92.9% | $11,426-90.8% |