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 | $93,641 | $158,817-41.0% | $121,196-22.7% | $135,375-30.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 71.7%+18.3pp | 82.6%+7.4pp |
| Annual return | -1.89% | -0.64%-1.3pp | 16.93%-18.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,079 | $5,665-63.3% | $4,022-48.3% | $4,779-56.5% |
| Participant deferral / active EE | $3,972 | $4,005-0.8% | $3,344+18.8% | $5,609-29.2% |
| Admin fee / account holder | $1,266 | $6,512-80.6% | $5,019-74.8% | $10,827-88.3% |