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 | $66,738 | $127,386-47.6% | $115,037-42.0% | $125,391-46.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.68% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,639 | $5,166-48.9% | $4,608-42.7% | $4,866-45.8% |
| Participant deferral / active EE | $5,292 | $6,423-17.6% | $6,026-12.2% | $5,352-1.1% |
| Admin fee / account holder | $1,261 | $9,516-86.8% | $8,175-84.6% | $9,540-86.8% |