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 | $88,429 | $167,307-47.1% | $143,757-38.5% | $134,475-34.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.54% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,499 | $5,619-73.3% | $4,951-69.7% | $4,740-68.4% |
| Participant deferral / active EE | $7,440 | $6,446+15.4% | $5,637+32.0% | $6,400+16.3% |
| Admin fee / account holder | $963 | $18,088-94.7% | $14,673-93.4% | $11,426-91.6% |