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 | $93,905 | $167,484-43.9% | $151,611-38.1% | $134,475-30.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -5.76% | 7.80%-13.6pp | 3.33%-9.1pp | 417.96%-423.7pp |
| Employer contribution / active EE | $2,588 | $6,829-62.1% | $6,166-58.0% | $4,740-45.4% |
| Participant deferral / active EE | $5,828 | $8,986-35.1% | $8,363-30.3% | $6,400-8.9% |
| Admin fee / account holder | $43,970 | $13,783+219.0% | $11,616+278.5% | $11,426+284.8% |