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 | $70,281 | $167,307-58.0% | $143,757-51.1% | $134,475-47.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,425 | $5,619-56.8% | $4,951-51.0% | $4,740-48.8% |
| Participant deferral / active EE | $8,220 | $6,446+27.5% | $5,637+45.8% | $6,400+28.4% |
| Admin fee / account holder | $10,425 | $18,088-42.4% | $14,673-29.0% | $11,426-8.8% |