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 | $62,487 | $167,307-62.7% | $143,757-56.5% | $134,475-53.5% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -15.06% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,311 | $5,619-5.5% | $4,951+7.3% | $4,740+12.1% |
| Participant deferral / active EE | $4,893 | $6,446-24.1% | $5,637-13.2% | $6,400-23.5% |
| Admin fee / account holder | $1,684 | $18,088-90.7% | $14,673-88.5% | $11,426-85.3% |