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 | $64,525 | $211,958-69.6% | $169,463-61.9% | $135,375-52.3% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | -5.12% | 3.26%-8.4pp | 1.83%-6.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,293 | $5,120-55.2% | $4,159-44.9% | $4,779-52.0% |
| Participant deferral / active EE | $3,442 | $6,075-43.3% | $5,277-34.8% | $5,609-38.6% |
| Admin fee / account holder | $1,843 | $11,471-83.9% | $9,109-79.8% | $10,827-83.0% |