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 | $55,946 | $167,307-66.6% | $143,757-61.1% | $134,475-58.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.00% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,778 | $5,619-68.4% | $4,951-64.1% | $4,740-62.5% |
| Participant deferral / active EE | $6,279 | $6,446-2.6% | $5,637+11.4% | $6,400-1.9% |
| Admin fee / account holder | $11,488 | $18,088-36.5% | $14,673-21.7% | $11,426+0.5% |