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 | $105,885 | $167,307-36.7% | $143,757-26.3% | $134,475-21.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.57% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,300 | $5,619-23.5% | $4,951-13.1% | $4,740-9.3% |
| Participant deferral / active EE | $7,122 | $6,446+10.5% | $5,637+26.3% | $6,400+11.3% |
| Admin fee / account holder | $4,811 | $18,088-73.4% | $14,673-67.2% | $11,426-57.9% |