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 | $87,133 | $142,344-38.8% | $119,609-27.2% | $134,475-35.2% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -12.35% | -12.44%+0.1pp | -14.97%+2.6pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,250 | $5,222-76.1% | $4,232-70.5% | $4,740-73.6% |
| Participant deferral / active EE | $2,266 | $6,469-65.0% | $5,602-59.6% | $6,400-64.6% |
| Admin fee / account holder | $1,893 | $13,584-86.1% | $10,323-81.7% | $11,426-83.4% |