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 | $68,237 | $100,754-32.3% | $86,677-21.3% | $134,475-49.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.57% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,859 | $3,489-46.7% | $2,836-34.5% | $4,740-60.8% |
| Participant deferral / active EE | $3,104 | $5,338-41.8% | $4,656-33.3% | $6,400-51.5% |
| Admin fee / account holder | $1,766 | $10,926-83.8% | $7,493-76.4% | $11,426-84.5% |