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 | $63,518 | $167,307-62.0% | $143,757-55.8% | $134,475-52.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -14.74% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,296 | $5,619-76.9% | $4,951-73.8% | $4,740-72.7% |
| Participant deferral / active EE | $4,042 | $6,446-37.3% | $5,637-28.3% | $6,400-36.8% |
| Admin fee / account holder | $425 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |