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 | $117,377 | $167,307-29.8% | $143,757-18.4% | $134,475-12.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,995 | $5,619-46.7% | $4,951-39.5% | $4,740-36.8% |
| Participant deferral / active EE | $6,675 | $6,446+3.6% | $5,637+18.4% | $6,400+4.3% |
| Admin fee / account holder | $3,103 | $18,088-82.8% | $14,673-78.9% | $11,426-72.8% |