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 | $69,748 | $107,791-35.3% | $90,645-23.1% | $135,375-48.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -6.07% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $830 | $3,018-72.5% | $2,532-67.2% | $4,779-82.6% |
| Participant deferral / active EE | $2,123 | $3,872-45.2% | $3,425-38.0% | $5,609-62.2% |
| Admin fee / account holder | $8,533 | $5,930+43.9% | $4,994+70.9% | $10,827-21.2% |