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 | $85,061 | $167,307-49.2% | $143,757-40.8% | $134,475-36.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -18.01% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,476 | $5,619-38.1% | $4,951-29.8% | $4,740-26.7% |
| Participant deferral / active EE | $2,514 | $6,446-61.0% | $5,637-55.4% | $6,400-60.7% |
| Admin fee / account holder | $2,035 | $18,088-88.8% | $14,673-86.1% | $11,426-82.2% |