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 | $59,657 | $97,044-38.5% | $83,333-28.4% | $135,375-55.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -8.03% | 12.31%-20.3pp | 10.63%-18.7pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,027 | $4,143-51.1% | $3,379-40.0% | $4,779-57.6% |
| Participant deferral / active EE | $3,765 | $5,964-36.9% | $5,565-32.4% | $5,609-32.9% |
| Admin fee / account holder | $1,179 | $8,380-85.9% | $7,510-84.3% | $10,827-89.1% |