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 | $120,974 | $167,307-27.7% | $143,757-15.8% | $134,475-10.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,068 | $5,619-27.6% | $4,951-17.8% | $4,740-14.2% |
| Participant deferral / active EE | $8,608 | $6,446+33.5% | $5,637+52.7% | $6,400+34.5% |
| Admin fee / account holder | $3,918 | $18,088-78.3% | $14,673-73.3% | $11,426-65.7% |