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 | $120,754 | $167,307-27.8% | $143,757-16.0% | $134,475-10.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.66% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,125 | $5,619-44.4% | $4,951-36.9% | $4,740-34.1% |
| Participant deferral / active EE | $8,439 | $6,446+30.9% | $5,637+49.7% | $6,400+31.9% |
| Admin fee / account holder | $1,908 | $18,088-89.5% | $14,673-87.0% | $11,426-83.3% |