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 | $74,188 | $167,307-55.7% | $143,757-48.4% | $134,475-44.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.43% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,499 | $5,619-19.9% | $4,951-9.1% | $4,740-5.1% |
| Participant deferral / active EE | $11,579 | $6,446+79.6% | $5,637+105.4% | $6,400+80.9% |
| Admin fee / account holder | $37,342 | $18,088+106.4% | $14,673+154.5% | $11,426+226.8% |