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 | $113,900 | $197,825-42.4% | $155,790-26.9% | $125,391-9.2% |
| Participation rate | 86.4% | 82.1%+4.3pp | 76.1%+10.3pp | 83.2%+3.2pp |
| Annual return | -0.66% | 86.74%-87.4pp | 71.54%-72.2pp | 282.22%-282.9pp |
| Employer contribution / active EE | $5,895 | $4,847+21.6% | $3,836+53.7% | $4,866+21.1% |
| Participant deferral / active EE | $4,598 | $5,630-18.3% | $4,797-4.2% | $5,352-14.1% |
| Admin fee / account holder | $6,091 | $9,545-36.2% | $7,478-18.6% | $9,540-36.2% |