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 | $86,286 | $167,307-48.4% | $143,757-40.0% | $134,475-35.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.04% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,617 | $5,619-53.4% | $4,951-47.1% | $4,740-44.8% |
| Participant deferral / active EE | $6,042 | $6,446-6.3% | $5,637+7.2% | $6,400-5.6% |
| Admin fee / account holder | $320 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |