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 | $72,457 | $167,307-56.7% | $143,757-49.6% | $134,475-46.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.75% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,796 | $5,619-68.0% | $4,951-63.7% | $4,740-62.1% |
| Participant deferral / active EE | $5,121 | $6,446-20.6% | $5,637-9.2% | $6,400-20.0% |
| Admin fee / account holder | $7,860 | $18,088-56.5% | $14,673-46.4% | $11,426-31.2% |