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 | $61,725 | $92,222-33.1% | $76,768-19.6% | $135,375-54.4% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -7.05% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $783 | $3,216-75.6% | $2,485-68.5% | $4,779-83.6% |
| Participant deferral / active EE | $2,621 | $4,509-41.9% | $3,852-32.0% | $5,609-53.3% |
| Admin fee / account holder | $5,314 | $10,748-50.6% | $6,675-20.4% | $10,827-50.9% |