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 | $101,584 | $167,484-39.3% | $151,611-33.0% | $134,475-24.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.67% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,301 | $6,829-51.7% | $6,166-46.5% | $4,740-30.4% |
| Participant deferral / active EE | $6,512 | $8,986-27.5% | $8,363-22.1% | $6,400+1.8% |
| Admin fee / account holder | $1,687 | $13,783-87.8% | $11,616-85.5% | $11,426-85.2% |