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 | $65,140 | $140,588-53.7% | $123,104-47.1% | $125,391-48.1% |
| Participation rate | 81.3% | 88.2%-6.9pp | 86.8%-5.5pp | 83.2%-1.9pp |
| Annual return | -2.58% | 16.80%-19.4pp | 13.22%-15.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,614 | $6,041-40.2% | $5,151-29.8% | $4,866-25.7% |
| Participant deferral / active EE | $5,995 | $6,980-14.1% | $6,230-3.8% | $5,352+12.0% |
| Admin fee / account holder | $7,786 | $11,198-30.5% | $9,015-13.6% | $9,540-18.4% |