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 | $88,833 | $167,484-47.0% | $151,611-41.4% | $134,475-33.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.62% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,243 | $6,829-23.2% | $6,166-15.0% | $4,740+10.6% |
| Participant deferral / active EE | $10,937 | $8,986+21.7% | $8,363+30.8% | $6,400+70.9% |
| Admin fee / account holder | $2,741 | $13,783-80.1% | $11,616-76.4% | $11,426-76.0% |