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 | $68,640 | $167,307-59.0% | $143,757-52.3% | $134,475-49.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $5,021 | $5,619-10.6% | $4,951+1.4% | $4,740+5.9% |
| Participant deferral / active EE | $2,263 | $6,446-64.9% | $5,637-59.9% | $6,400-64.6% |
| Admin fee / account holder | $10,220 | $18,088-43.5% | $14,673-30.3% | $11,426-10.6% |