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 | $73,190 | $167,484-56.3% | $151,611-51.7% | $134,475-45.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -20.34% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,891 | $6,829-43.0% | $6,166-36.9% | $4,740-17.9% |
| Participant deferral / active EE | $4,784 | $8,986-46.8% | $8,363-42.8% | $6,400-25.2% |
| Admin fee / account holder | $1,720 | $13,783-87.5% | $11,616-85.2% | $11,426-84.9% |