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 | $67,548 | $105,860-36.2% | $90,749-25.6% | $134,475-49.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -5.87% | -11.01%+5.1pp | -12.16%+6.3pp | 417.96%-423.8pp |
| Employer contribution / active EE | $3,583 | $3,462+3.5% | $2,921+22.7% | $4,740-24.4% |
| Participant deferral / active EE | $2,471 | $5,216-52.6% | $4,564-45.9% | $6,400-61.4% |
| Admin fee / account holder | $3,604 | $13,938-74.1% | $8,445-57.3% | $11,426-68.5% |