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 | $71,110 | $100,754-29.4% | $86,677-18.0% | $134,475-47.1% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -16.95% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,232 | $3,489-64.7% | $2,836-56.6% | $4,740-74.0% |
| Participant deferral / active EE | $3,569 | $5,338-33.1% | $4,656-23.3% | $6,400-44.2% |
| Admin fee / account holder | $407 | $10,926-96.3% | $7,493-94.6% | $11,426-96.4% |