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 8-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 | $64,440 | $211,958-69.6% | $169,463-62.0% | $135,375-52.4% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -2.89% | 3.26%-6.2pp | 1.83%-4.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $759 | $5,120-85.2% | $4,159-81.7% | $4,779-84.1% |
| Participant deferral / active EE | $4,457 | $6,075-26.6% | $5,277-15.5% | $5,609-20.5% |
| Admin fee / account holder | $45,509 | $11,471+296.7% | $9,109+399.6% | $10,827+320.3% |