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 | $108,426 | $167,484-35.3% | $151,611-28.5% | $134,475-19.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -21.08% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $7,466 | $6,829+9.3% | $6,166+21.1% | $4,740+57.5% |
| Participant deferral / active EE | $3,869 | $8,986-56.9% | $8,363-53.7% | $6,400-39.5% |
| Admin fee / account holder | $690 | $13,783-95.0% | $11,616-94.1% | $11,426-94.0% |