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 | $78,430 | $127,386-38.4% | $115,037-31.8% | $125,391-37.5% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -2.39% | 31.28%-33.7pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,050 | $5,166-60.3% | $4,608-55.5% | $4,866-57.9% |
| Participant deferral / active EE | $2,644 | $6,423-58.8% | $6,026-56.1% | $5,352-50.6% |
| Admin fee / account holder | $22,493 | $9,516+136.4% | $8,175+175.1% | $9,540+135.8% |