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 | $63,588 | $167,307-62.0% | $143,757-55.8% | $134,475-52.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -15.42% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,851 | $5,619-31.5% | $4,951-22.2% | $4,740-18.8% |
| Participant deferral / active EE | $2,778 | $6,446-56.9% | $5,637-50.7% | $6,400-56.6% |
| Admin fee / account holder | $6,557 | $18,088-63.8% | $14,673-55.3% | $11,426-42.6% |