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 | $104,858 | $127,386-17.7% | $115,037-8.8% | $125,391-16.4% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -2.43% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,400 | $6,423+15.2% | $6,026+22.8% | $5,352+38.3% |
| Admin fee / account holder | $12,288 | $9,516+29.1% | $8,175+50.3% | $9,540+28.8% |