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 | $70,882 | $211,958-66.6% | $169,463-58.2% | $135,375-47.6% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -9.04% | 3.26%-12.3pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,360 | $5,120-53.9% | $4,159-43.3% | $4,779-50.6% |
| Participant deferral / active EE | $6,020 | $6,075-0.9% | $5,277+14.1% | $5,609+7.3% |
| Admin fee / account holder | $10,139 | $11,471-11.6% | $9,109+11.3% | $10,827-6.4% |