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 | $58,310 | $95,862-39.2% | $79,550-26.7% | $134,475-56.6% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -15.81% | -2.69%-13.1pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,267 | $3,128+68.4% | $2,413+118.3% | $4,740+11.1% |
| Participant deferral / active EE | $4,432 | $4,693-5.5% | $3,985+11.2% | $6,400-30.7% |
| Admin fee / account holder | $2,977 | $9,126-67.4% | $6,832-56.4% | $11,426-73.9% |