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 | $107,734 | $105,860+1.8% | $90,749+18.7% | $134,475-19.9% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -11.53% | -11.01%-0.5pp | -12.16%+0.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,241 | $3,462-64.2% | $2,921-57.5% | $4,740-73.8% |
| Participant deferral / active EE | $1,798 | $5,216-65.5% | $4,564-60.6% | $6,400-71.9% |
| Admin fee / account holder | $9,818 | $13,938-29.6% | $8,445+16.3% | $11,426-14.1% |