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 | $55,470 | $167,307-66.8% | $143,757-61.4% | $134,475-58.8% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -15.57% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $6,257 | $5,619+11.3% | $4,951+26.4% | $4,740+32.0% |
| Participant deferral / active EE | $4,740 | $6,446-26.5% | $5,637-15.9% | $6,400-25.9% |
| Admin fee / account holder | $1,651 | $18,088-90.9% | $14,673-88.7% | $11,426-85.6% |