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 | $88,278 | $167,307-47.2% | $143,757-38.6% | $134,475-34.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.54% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,830 | $5,619-31.8% | $4,951-22.6% | $4,740-19.2% |
| Participant deferral / active EE | $7,683 | $6,446+19.2% | $5,637+36.3% | $6,400+20.0% |
| Admin fee / account holder | $1,880 | $18,088-89.6% | $14,673-87.2% | $11,426-83.5% |