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 | $78,569 | $167,307-53.0% | $143,757-45.3% | $134,475-41.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.59% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,795 | $5,619-50.3% | $4,951-43.5% | $4,740-41.0% |
| Participant deferral / active EE | $6,264 | $6,446-2.8% | $5,637+11.1% | $6,400-2.1% |
| Admin fee / account holder | $1,814 | $18,088-90.0% | $14,673-87.6% | $11,426-84.1% |