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 | $113,561 | $167,307-32.1% | $143,757-21.0% | $134,475-15.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.92% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,263 | $5,619-6.3% | $4,951+6.3% | $4,740+11.0% |
| Participant deferral / active EE | $4,651 | $6,446-27.8% | $5,637-17.5% | $6,400-27.3% |
| Admin fee / account holder | $1,779 | $18,088-90.2% | $14,673-87.9% | $11,426-84.4% |