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 | $92,423 | $105,860-12.7% | $90,749+1.8% | $134,475-31.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -10.08% | -11.01%+0.9pp | -12.16%+2.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,495 | $3,462-56.8% | $2,921-48.8% | $4,740-68.5% |
| Participant deferral / active EE | $3,784 | $5,216-27.5% | $4,564-17.1% | $6,400-40.9% |
| Admin fee / account holder | $1,473 | $13,938-89.4% | $8,445-82.6% | $11,426-87.1% |