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 | $70,524 | $113,935-38.1% | $94,224-25.2% | $125,391-43.8% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -2.01% | 5.29%-7.3pp | 10.68%-12.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $5,919 | $4,727+25.2% | $3,587+65.0% | $4,866+21.6% |
| Participant deferral / active EE | $15,185 | $5,179+193.2% | $4,320+251.5% | $5,352+183.7% |
| Admin fee / account holder | $14,596 | $8,391+73.9% | $6,269+132.8% | $9,540+53.0% |