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 | $66,363 | $167,307-60.3% | $143,757-53.8% | $134,475-50.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.09% | 0.46%-15.6pp | -0.04%-15.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,893 | $5,619-12.9% | $4,951-1.2% | $4,740+3.2% |
| Participant deferral / active EE | $7,567 | $6,446+17.4% | $5,637+34.2% | $6,400+18.2% |
| Admin fee / account holder | $2,591 | $18,088-85.7% | $14,673-82.3% | $11,426-77.3% |