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 | $108,800 | $167,307-35.0% | $143,757-24.3% | $134,475-19.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.35% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,222 | $5,619-60.5% | $4,951-55.1% | $4,740-53.1% |
| Participant deferral / active EE | $5,659 | $6,446-12.2% | $5,637+0.4% | $6,400-11.6% |
| Admin fee / account holder | $3,087 | $18,088-82.9% | $14,673-79.0% | $11,426-73.0% |