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 | $90,993 | $167,484-45.7% | $151,611-40.0% | $134,475-32.3% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | -14.85% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,222 | $6,829-67.5% | $6,166-64.0% | $4,740-53.1% |
| Participant deferral / active EE | $5,530 | $8,986-38.5% | $8,363-33.9% | $6,400-13.6% |
| Admin fee / account holder | $12,240 | $13,783-11.2% | $11,616+5.4% | $11,426+7.1% |