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 | $56,011 | $167,307-66.5% | $143,757-61.0% | $134,475-58.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,350 | $5,619-40.4% | $4,951-32.3% | $4,740-29.3% |
| Participant deferral / active EE | $7,343 | $6,446+13.9% | $5,637+30.3% | $6,400+14.7% |
| Admin fee / account holder | $12,372 | $18,088-31.6% | $14,673-15.7% | $11,426+8.3% |