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 | $66,389 | $211,958-68.7% | $169,463-60.8% | $135,375-51.0% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -1.68% | 3.26%-4.9pp | 1.83%-3.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,940 | $5,120-42.6% | $4,159-29.3% | $4,779-38.5% |
| Participant deferral / active EE | $6,436 | $6,075+5.9% | $5,277+22.0% | $5,609+14.8% |
| Admin fee / account holder | $6,796 | $11,471-40.8% | $9,109-25.4% | $10,827-37.2% |