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 | $79,634 | $79,6330% | $93,789-15.1% | $68,494+16.3% |
| Participation rate | 98.4% | 75.4%+23.0pp | 81.0%+17.4pp | 67.9%+30.5pp |
| Annual return | -16.87% | -0.10%-16.8pp | -11.33%-5.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,816 | $3,665-23.2% | $4,323-34.9% | $2,596+8.5% |
| Participant deferral / active EE | $8,402 | $5,158+62.9% | $6,094+37.9% | $4,027+108.6% |
| Admin fee / account holder | $4,498 | $6,871-34.5% | $7,195-37.5% | $5,403-16.7% |