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 | $70,715 | $167,307-57.7% | $143,757-50.8% | $134,475-47.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.79% | 0.46%-18.3pp | -0.04%-17.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,807 | $5,619-67.8% | $4,951-63.5% | $4,740-61.9% |
| Participant deferral / active EE | $7,332 | $6,446+13.7% | $5,637+30.1% | $6,400+14.6% |
| Admin fee / account holder | $407 | $18,088-97.8% | $14,673-97.2% | $11,426-96.4% |