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 | $79,581 | $167,307-52.4% | $143,757-44.6% | $134,475-40.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.64% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,237 | $5,619-60.2% | $4,951-54.8% | $4,740-52.8% |
| Participant deferral / active EE | $7,785 | $6,446+20.8% | $5,637+38.1% | $6,400+21.6% |
| Admin fee / account holder | $2,270 | $18,088-87.5% | $14,673-84.5% | $11,426-80.1% |