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 | $108,426 | $167,484-35.3% | $151,611-28.5% | $134,475-19.4% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -16.83% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,891 | $6,829-13.7% | $6,166-4.5% | $4,740+24.3% |
| Participant deferral / active EE | $13,909 | $8,986+54.8% | $8,363+66.3% | $6,400+117.3% |
| Admin fee / account holder | $10,594 | $13,783-23.1% | $11,616-8.8% | $11,426-7.3% |