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 | $87,265 | $167,307-47.8% | $143,757-39.3% | $134,475-35.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -7.44% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,857 | $5,619-67.0% | $4,951-62.5% | $4,740-60.8% |
| Participant deferral / active EE | $8,779 | $6,446+36.2% | $5,637+55.7% | $6,400+37.2% |
| Admin fee / account holder | $6,860 | $18,088-62.1% | $14,673-53.2% | $11,426-40.0% |