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 | $68,915 | $167,307-58.8% | $143,757-52.1% | $134,475-48.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -11.12% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,311 | $5,619-5.5% | $4,951+7.3% | $4,740+12.1% |
| Participant deferral / active EE | $9,849 | $6,446+52.8% | $5,637+74.7% | $6,400+53.9% |
| Admin fee / account holder | $3,126 | $18,088-82.7% | $14,673-78.7% | $11,426-72.6% |