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 8-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 | $65,550 | $167,484-60.9% | $151,611-56.8% | $134,475-51.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.60% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,781 | $6,829-15.4% | $6,166-6.3% | $4,740+22.0% |
| Participant deferral / active EE | $6,475 | $8,986-27.9% | $8,363-22.6% | $6,400+1.2% |
| Admin fee / account holder | $3,198 | $13,783-76.8% | $11,616-72.5% | $11,426-72.0% |