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 | $108,550 | $129,942-16.5% | $104,294+4.1% | $134,475-19.3% |
| Participation rate | 81.3% | 79.5%+1.7pp | 73.3%+8.0pp | 81.2%0pp |
| Annual return | -17.79% | 42.03%-59.8pp | 24.61%-42.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,070 | $4,184-50.5% | $3,372-38.6% | $4,740-56.3% |
| Participant deferral / active EE | $4,266 | $5,588-23.6% | $4,625-7.8% | $6,400-33.3% |
| Admin fee / account holder | $8,493 | $9,323-8.9% | $7,339+15.7% | $11,426-25.7% |