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 | $69,390 | $167,307-58.5% | $143,757-51.7% | $134,475-48.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -15.74% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,564 | $5,619-72.2% | $4,951-68.4% | $4,740-67.0% |
| Participant deferral / active EE | $3,319 | $6,446-48.5% | $5,637-41.1% | $6,400-48.1% |
| Admin fee / account holder | $608 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |