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 | $87,040 | $140,588-38.1% | $123,104-29.3% | $125,391-30.6% |
| Participation rate | 94.7% | 88.2%+6.5pp | 86.8%+8.0pp | 83.2%+11.5pp |
| Annual return | -2.62% | 16.80%-19.4pp | 13.22%-15.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $6,342 | $6,041+5.0% | $5,151+23.1% | $4,866+30.3% |
| Participant deferral / active EE | $13,388 | $6,980+91.8% | $6,230+114.9% | $5,352+150.2% |
| Admin fee / account holder | $2,804 | $11,198-75.0% | $9,015-68.9% | $9,540-70.6% |