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 8-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 | $65,312 | $167,307-61.0% | $143,757-54.6% | $134,475-51.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.47% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,301 | $5,619-59.1% | $4,951-53.5% | $4,740-51.5% |
| Participant deferral / active EE | $3,183 | $6,446-50.6% | $5,637-43.5% | $6,400-50.3% |
| Admin fee / account holder | $2,113 | $18,088-88.3% | $14,673-85.6% | $11,426-81.5% |