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 | $105,246 | $131,829-20.2% | $108,579-3.1% | $273,961-61.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.32% | -91.57%+99.9pp | -51.70%+60.0pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,685 | $4,912-45.4% | $3,758-28.6% | $4,869-44.9% |
| Participant deferral / active EE | $2,685 | $5,127-47.6% | $4,311-37.7% | $5,287-49.2% |
| Admin fee / account holder | $982 | $10,252-90.4% | $7,645-87.1% | $10,132-90.3% |