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 | $75,830 | $95,862-20.9% | $79,550-4.7% | $134,475-43.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -16.02% | -2.69%-13.3pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,645 | $3,128-47.4% | $2,413-31.8% | $4,740-65.3% |
| Participant deferral / active EE | $3,982 | $4,693-15.1% | $3,985-0.1% | $6,400-37.8% |
| Admin fee / account holder | $2,578 | $9,126-71.8% | $6,832-62.3% | $11,426-77.4% |