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 | $81,250 | $167,307-51.4% | $143,757-43.5% | $134,475-39.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.96% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,462 | $5,619-56.2% | $4,951-50.3% | $4,740-48.0% |
| Participant deferral / active EE | $4,749 | $6,446-26.3% | $5,637-15.7% | $6,400-25.8% |
| Admin fee / account holder | $960 | $18,088-94.7% | $14,673-93.5% | $11,426-91.6% |