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 | $75,396 | $167,484-55.0% | $151,611-50.3% | $134,475-43.9% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -17.52% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,736 | $6,829-59.9% | $6,166-55.6% | $4,740-42.3% |
| Participant deferral / active EE | $8,047 | $8,986-10.4% | $8,363-3.8% | $6,400+25.7% |
| Admin fee / account holder | $2,845 | $13,783-79.4% | $11,616-75.5% | $11,426-75.1% |