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 | $64,789 | $211,958-69.4% | $169,463-61.8% | $135,375-52.1% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -7.26% | 3.26%-10.5pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,203 | $5,120-76.5% | $4,159-71.1% | $4,779-74.8% |
| Participant deferral / active EE | $3,719 | $6,075-38.8% | $5,277-29.5% | $5,609-33.7% |
| Admin fee / account holder | $2,949 | $11,471-74.3% | $9,109-67.6% | $10,827-72.8% |