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 | $71,931 | $142,344-49.5% | $119,609-39.9% | $134,475-46.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -9.96% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,740 | $5,222-47.5% | $4,232-35.3% | $4,740-42.2% |
| Participant deferral / active EE | $3,456 | $6,469-46.6% | $5,602-38.3% | $6,400-46.0% |
| Admin fee / account holder | $9,484 | $13,584-30.2% | $10,323-8.1% | $11,426-17.0% |