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 | $98,379 | $97,044+1.4% | $83,333+18.1% | $135,375-27.3% |
| Participation rate | 78.6% | 80.4%-1.8pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -5.35% | 12.31%-17.7pp | 10.63%-16.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,415 | $4,143-17.6% | $3,379+1.1% | $4,779-28.5% |
| Participant deferral / active EE | $7,644 | $5,964+28.2% | $5,565+37.4% | $5,609+36.3% |
| Admin fee / account holder | $9,903 | $8,380+18.2% | $7,510+31.9% | $10,827-8.5% |