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 | $103,462 | $97,044+6.6% | $83,333+24.2% | $135,375-23.6% |
| Participation rate | 72.7% | 80.4%-7.7pp | 77.8%-5.0pp | 82.6%-9.9pp |
| Annual return | -7.32% | 12.31%-19.6pp | 10.63%-18.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $577 | $4,143-86.1% | $3,379-82.9% | $4,779-87.9% |
| Participant deferral / active EE | $2,945 | $5,964-50.6% | $5,565-47.1% | $5,609-47.5% |
| Admin fee / account holder | $2,156 | $8,380-74.3% | $7,510-71.3% | $10,827-80.1% |