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 | $67,960 | $167,307-59.4% | $143,757-52.7% | $134,475-49.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.93% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,952 | $5,619-47.5% | $4,951-40.4% | $4,740-37.7% |
| Participant deferral / active EE | $6,370 | $6,446-1.2% | $5,637+13.0% | $6,400-0.5% |
| Admin fee / account holder | $2,454 | $18,088-86.4% | $14,673-83.3% | $11,426-78.5% |