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 | $80,331 | $100,754-20.3% | $86,677-7.3% | $134,475-40.3% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -5.04% | 29.04%-34.1pp | 35.91%-41.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $3,213 | $3,489-7.9% | $2,836+13.3% | $4,740-32.2% |
| Participant deferral / active EE | $6,488 | $5,338+21.6% | $4,656+39.4% | $6,400+1.4% |
| Admin fee / account holder | $8,598 | $10,926-21.3% | $7,493+14.7% | $11,426-24.7% |