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 6-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 | $85,590 | $71,883+19.1% | $86,677-1.3% | $68,494+25.0% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -13.03% | 3.52%-16.6pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,661 | $2,173-23.6% | $2,836-41.4% | $2,596-36.0% |
| Participant deferral / active EE | $3,719 | $3,779-1.6% | $4,656-20.1% | $4,027-7.7% |
| Admin fee / account holder | $4,745 | $6,112-22.4% | $7,493-36.7% | $5,403-12.2% |