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 | $68,469 | $167,307-59.1% | $143,757-52.4% | $134,475-49.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.12% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,577 | $5,619-54.1% | $4,951-47.9% | $4,740-45.6% |
| Participant deferral / active EE | $4,515 | $6,446-30.0% | $5,637-19.9% | $6,400-29.5% |
| Admin fee / account holder | $28,990 | $18,088+60.3% | $14,673+97.6% | $11,426+153.7% |