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 | $62,622 | $167,484-62.6% | $151,611-58.7% | $134,475-53.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.31% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,844 | $6,829-73.0% | $6,166-70.1% | $4,740-61.1% |
| Participant deferral / active EE | $4,050 | $8,986-54.9% | $8,363-51.6% | $6,400-36.7% |
| Admin fee / account holder | $8,775 | $13,783-36.3% | $11,616-24.5% | $11,426-23.2% |