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 | $94,532 | $142,344-33.6% | $119,609-21.0% | $134,475-29.7% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -7.94% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $3,490 | $5,222-33.2% | $4,232-17.5% | $4,740-26.4% |
| Participant deferral / active EE | $6,376 | $6,469-1.4% | $5,602+13.8% | $6,400-0.4% |
| Admin fee / account holder | $2,128 | $13,584-84.3% | $10,323-79.4% | $11,426-81.4% |