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 | $79,963 | $107,791-25.8% | $90,645-11.8% | $135,375-40.9% |
| Participation rate | 78.6% | 78.0%+0.5pp | 74.0%+4.5pp | 82.6%-4.1pp |
| Annual return | -2.13% | -0.90%-1.2pp | 1.88%-4.0pp | 519.73%-521.9pp |
| Employer contribution / active EE | $962 | $3,018-68.1% | $2,532-62.0% | $4,779-79.9% |
| Participant deferral / active EE | $5,049 | $3,872+30.4% | $3,425+47.4% | $5,609-10.0% |
| Admin fee / account holder | $1,221 | $5,930-79.4% | $4,994-75.5% | $10,827-88.7% |