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 | $74,354 | $142,344-47.8% | $119,609-37.8% | $134,475-44.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.95% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,716 | $5,222-67.1% | $4,232-59.4% | $4,740-63.8% |
| Participant deferral / active EE | $3,981 | $6,469-38.5% | $5,602-28.9% | $6,400-37.8% |
| Admin fee / account holder | $2,188 | $13,584-83.9% | $10,323-78.8% | $11,426-80.9% |