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 | $77,530 | $167,307-53.7% | $143,757-46.1% | $134,475-42.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -4.78% | 0.46%-5.2pp | -0.04%-4.7pp | 417.96%-422.7pp |
| Employer contribution / active EE | $3,328 | $5,619-40.8% | $4,951-32.8% | $4,740-29.8% |
| Participant deferral / active EE | $3,715 | $6,446-42.4% | $5,637-34.1% | $6,400-41.9% |
| Admin fee / account holder | $899 | $18,088-95.0% | $14,673-93.9% | $11,426-92.1% |