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 | $93,425 | $167,307-44.2% | $143,757-35.0% | $134,475-30.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -15.97% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,584 | $5,619-54.0% | $4,951-47.8% | $4,740-45.5% |
| Participant deferral / active EE | $4,994 | $6,446-22.5% | $5,637-11.4% | $6,400-22.0% |
| Admin fee / account holder | $1,464 | $18,088-91.9% | $14,673-90.0% | $11,426-87.2% |