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 | $92,225 | $167,307-44.9% | $143,757-35.8% | $134,475-31.4% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -19.60% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,380 | $5,619-75.4% | $4,951-72.1% | $4,740-70.9% |
| Participant deferral / active EE | $5,818 | $6,446-9.7% | $5,637+3.2% | $6,400-9.1% |
| Admin fee / account holder | $69,330 | $18,088+283.3% | $14,673+372.5% | $11,426+506.8% |