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 8-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 | $73,099 | $167,484-56.4% | $151,611-51.8% | $134,475-45.6% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -16.50% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,401 | $6,829+52.3% | $6,166+68.7% | $4,740+119.4% |
| Participant deferral / active EE | $8,080 | $8,986-10.1% | $8,363-3.4% | $6,400+26.3% |
| Admin fee / account holder | $1,044 | $13,783-92.4% | $11,616-91.0% | $11,426-90.9% |