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 | $69,159 | $100,754-31.4% | $86,677-20.2% | $134,475-48.6% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -17.97% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,962 | $3,489-43.8% | $2,836-30.8% | $4,740-58.6% |
| Participant deferral / active EE | $3,344 | $5,338-37.4% | $4,656-28.2% | $6,400-47.8% |
| Admin fee / account holder | $649 | $10,926-94.1% | $7,493-91.3% | $11,426-94.3% |