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 | $99,015 | $133,958-26.1% | $112,228-11.8% | $134,475-26.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -15.17% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,127 | $4,038-72.1% | $3,635-69.0% | $4,740-76.2% |
| Participant deferral / active EE | $3,717 | $5,291-29.7% | $4,728-21.4% | $6,400-41.9% |
| Admin fee / account holder | $758 | $7,489-89.9% | $6,410-88.2% | $11,426-93.4% |