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 | $53,416 | $95,862-44.3% | $79,550-32.9% | $134,475-60.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -15.63% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,878 | $3,128-40.0% | $2,413-22.2% | $4,740-60.4% |
| Participant deferral / active EE | $2,305 | $4,693-50.9% | $3,985-42.2% | $6,400-64.0% |
| Admin fee / account holder | $2,702 | $9,126-70.4% | $6,832-60.4% | $11,426-76.3% |