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 | $118,420 | $167,307-29.2% | $143,757-17.6% | $134,475-11.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.56% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,422 | $5,619-56.9% | $4,951-51.1% | $4,740-48.9% |
| Participant deferral / active EE | $5,513 | $6,446-14.5% | $5,637-2.2% | $6,400-13.9% |
| Admin fee / account holder | $1,704 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |