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 | $65,210 | $142,344-54.2% | $119,609-45.5% | $134,475-51.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -14.77% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,882 | $5,222-64.0% | $4,232-55.5% | $4,740-60.3% |
| Participant deferral / active EE | $5,608 | $6,469-13.3% | $5,602+0.1% | $6,400-12.4% |
| Admin fee / account holder | $5,125 | $13,584-62.3% | $10,323-50.4% | $11,426-55.1% |